PSIJX Mutual Fund

NAV$9.78

AUM$85M

TER1.14%

Holdings1,223

PSIJX Mutual Fund

NAV$9.78

Principal SmallCap Growth Fund I

AUM$85M

TER1.14%

Holdings1,223

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Holdings Overlap Analysis

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

PSIJX Mutual Fund Overlap Analysis

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

PSIJX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1223 holdings, PSIJX may share significant positions with broad-market funds.

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