PSSPX Mutual Fund

NAV$32.90

AUM$86M

TER0.42%

Holdings609

PSSPX Mutual Fund

NAV$32.90

Principal SmallCap S&P 600 Index Fund Class R-5

AUM$86M

TER0.42%

Holdings609

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Holdings Overlap Analysis

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

PSSPX Mutual Fund Overlap Analysis

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

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

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