PREPX Mutual Fund
NAV$31.44
AUM$54M
TER1.06%
Holdings38
PREPX Mutual Fund
NAV$31.44
Principal Real Estate Securities Fund Class R-5
AUM$54M
TER1.06%
Holdings38

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PREPX Mutual Fund Overlap Analysis
PREPX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PREPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 38 holdings, PREPX may share significant positions with broad-market funds.
PREPX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PREPX tax-loss harvesting finds highly correlated but non-identical funds.