Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
PCWPX vs PLTAX
Shared holdings
12
PCWPX covered by PLTAX
30.24%
PLTAX covered by PCWPX
30.24%
Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 28 positions per side shown; = held by both — hover a shared position to highlight it in both columns.
PCWPX (Jan. 31, 2026)
| Security | Weight | |
|---|---|---|
| Principal U.S. Mega-Cap ETF | 14.02% | |
| Principal Capital Appreciation Fund | 11.46% | |
| Equity Income Fund | 7.54% | |
| Principal International Equity ETF | 7.45% | |
| Global Emerging Markets Fund | 7.40% | |
| Overseas Fund | 7.37% | |
| International Equity Index Fund | 6.87% | |
| LargeCap Value Fund III | 5.46% | |
| Core Fixed Income Fund | 5.38% | |
| Principal U.S. Small-Cap ETF | 4.81% | |
| Bond Market Index Fund | 3.36% | |
| LargeCap S&P 500 Index Fund | 2.11% | |
| Blue Chip Fund | 2.10% | |
| Diversified Real Asset Fund | 1.75% | |
| High Yield Fund | 1.72% | |
| Small-MidCap Dividend Income Fund | 1.59% | |
| Inflation Protection Fund | 1.34% | |
| Finisterre Emerging Markets Total Return Bond Fund | 1.32% | |
| Global Listed Infrastructure Fund | 1.00% | |
| Real Estate Securities Fund | 1.00% | |
| LargeCap Growth Fund I | 0.90% | |
| Global Macro Fund | 0.77% | |
| Spectrum Preferred and Capital Securities Income Fund | 0.73% | |
| Principal Government Money Market Fund - Class R-6 | 0.65% | |
| International Small Company Fund | 0.61% | |
| Principal Value ETF | 0.49% | |
| MidCap Fund | 0.42% | |
| Government & High Quality Bond Fund | 0.37% |
PLTAX (Jan. 31, 2026)
| Security | Weight | |
|---|---|---|
| LargeCap S&P 500 Index Fund | 26.50% | |
| International Equity Fund | 25.99% | |
| Equity Income Fund | 7.05% | |
| LargeCap Value Fund III | 6.49% | |
| LargeCap Growth Fund I | 6.31% | |
| Global Emerging Markets Fund | 6.08% | |
| Blue Chip Fund | 5.98% | |
| SmallCap Fund | 4.31% | |
| Small-MidCap Dividend Income Fund | 2.59% | |
| Core Fixed Income Fund | 2.21% | |
| MidCap Fund | 2.09% | |
| Real Estate Securities Fund | 1.89% | |
| International Small Company Fund | 1.32% | |
| High Yield Fund | 0.72% | |
| SmallCap S&P 600 Index Fund | 0.46% |
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