PSPIX Mutual Fund

NAV$30.57

AUM$816M

TER0.17%

Holdings609

PSPIX Mutual Fund

NAV$30.57

Principal SmallCap S&P 600 Index Fund Class R6

AUM$816M

TER0.17%

Holdings609

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Holdings Overlap Analysis

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

PSPIX Mutual Fund Overlap Analysis

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

PSPIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 609 holdings, PSPIX may share significant positions with broad-market funds.

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