PPNPX Mutual Fund

NAV$16.56

AUM$35M

TER1.13%

Holdings1,223

PPNPX Mutual Fund

NAV$16.56

Principal SmallCap Growth Fund I Class R-5

AUM$35M

TER1.13%

Holdings1,223

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Holdings Overlap Analysis

Compare PPNPX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings PPNPX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

PPNPX Mutual Fund Overlap Analysis

PPNPX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

PPNPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1223 holdings, PPNPX may share significant positions with broad-market funds.

PPNPX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PPNPX tax-loss harvesting finds highly correlated but non-identical funds.