PSIOX Mutual Fund

NAV$12.06

AUM$5M

TER0.92%

Holdings404

PSIOX Mutual Fund

NAV$12.06

Principal Short-Term Income Fund Class R-3

AUM$5M

TER0.92%

Holdings404

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Holdings Overlap Analysis

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

PSIOX Mutual Fund Overlap Analysis

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

PSIOX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 404 holdings, PSIOX may share significant positions with broad-market funds.

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