PPSJX Mutual Fund

NAV$8.90

AUM$31M

TER1.00%

Holdings321

PPSJX Mutual Fund

NAV$8.90

Principal Spectrum Preferred and Capital Securities Income Fund Class J

AUM$31M

TER1.00%

Holdings321

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Holdings Overlap Analysis

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

PPSJX Mutual Fund Overlap Analysis

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

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

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