PRFCX Mutual Fund

NAV$9.27

AUM$99M

TER1.82%

Holdings321

PRFCX Mutual Fund

NAV$9.27

Principal Spectrum Preferred and Capital Securities Income Fund Class C

AUM$99M

TER1.82%

Holdings321

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Holdings Overlap Analysis

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

PRFCX Mutual Fund Overlap Analysis

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

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

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