PPSIX Mutual Fund

NAV$9.20

AUM$3.5B

TER0.81%

Holdings321

PPSIX Mutual Fund

NAV$9.20

Principal Spectrum Preferred and Capital Securities Income Fund Institutional Class

AUM$3.5B

TER0.81%

Holdings321

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Holdings Overlap Analysis

Compare PPSIX 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 PPSIX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

PPSIX Mutual Fund Overlap Analysis

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

PPSIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 321 holdings, PPSIX may share significant positions with broad-market funds.

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