PPSRX Mutual Fund

NAV$20.27

AUM$6M

TER0.93%

Holdings882

PPSRX Mutual Fund

NAV$20.27

Principal LargeCap Value Fund III Class R-5

AUM$6M

TER0.93%

Holdings882

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Holdings Overlap Analysis

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

PPSRX Mutual Fund Overlap Analysis

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

PPSRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 882 holdings, PPSRX may share significant positions with broad-market funds.

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