PSPJX Mutual Fund

NAV$35.05

AUM$1.5B

TER0.27%

Holdings507

PSPJX Mutual Fund

NAV$35.05

Principal LargeCap S&P 500 Index Fund Class J

AUM$1.5B

TER0.27%

Holdings507

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Holdings Overlap Analysis

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

PSPJX Mutual Fund Overlap Analysis

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

PSPJX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 507 holdings, PSPJX may share significant positions with broad-market funds.

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