PSSMX Mutual Fund

NAV$31.37

AUM$73M

TER0.73%

Holdings609

PSSMX Mutual Fund

NAV$31.37

Principal SmallCap S&P 600 Index Fund Class R-3

AUM$73M

TER0.73%

Holdings609

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

Compare PSSMX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings PSSMX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

PSSMX Mutual Fund Overlap Analysis

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

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

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