Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
SAIPX vs PLSMX
Shared holdings
14
SAIPX covered by PLSMX
45.83%
PLSMX covered by SAIPX
45.83%
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.
SAIPX (Jan. 31, 2026)
| Security | Weight | |
|---|---|---|
| Core Fixed Income Fund | 22.16% | |
| Principal U.S. Mega-Cap ETF | 7.67% | |
| Bond Market Index Fund | 6.20% | |
| Finisterre Emerging Markets Total Return Bond Fund | 6.07% | |
| Equity Income Fund | 5.34% | |
| High Yield Fund | 4.79% | |
| Principal Capital Appreciation Fund | 4.75% | |
| Principal Government Money Market Fund - Class R-6 | 4.69% | |
| Global Emerging Markets Fund | 4.05% | |
| International Equity Index Fund | 3.82% | |
| Principal International Equity ETF | 3.80% | |
| Inflation Protection Fund | 3.78% | |
| Short-Term Income Fund | 3.48% | |
| Overseas Fund | 3.43% | |
| Spectrum Preferred and Capital Securities Income Fund | 2.46% | |
| Principal U.S. Small-Cap ETF | 2.13% | |
| Government & High Quality Bond Fund | 2.10% | |
| LargeCap S&P 500 Index Fund | 1.42% | |
| Blue Chip Fund | 1.29% | |
| Diversified Real Asset Fund | 1.19% | |
| Small-MidCap Dividend Income Fund | 1.16% | |
| Global Macro Fund | 1.03% | |
| LargeCap Value Fund III | 1.02% | |
| LargeCap Growth Fund I | 0.70% | |
| Real Estate Securities Fund | 0.54% | |
| Global Listed Infrastructure Fund | 0.49% | |
| MidCap Fund | 0.42% | |
| US ULTRA BOND CBT Sep25 | 0.01% |
PLSMX (Jan. 31, 2026)
| Security | Weight | |
|---|---|---|
| Core Fixed Income Fund | 34.23% | |
| Short-Term Income Fund | 16.55% | |
| LargeCap S&P 500 Index Fund | 9.84% | |
| International Equity Fund | 9.61% | |
| High Yield Fund | 6.38% | |
| Inflation Protection Fund | 5.62% | |
| Equity Income Fund | 2.60% | |
| LargeCap Value Fund III | 2.39% | |
| LargeCap Growth Fund I | 2.32% | |
| Global Emerging Markets Fund | 2.25% | |
| Blue Chip Fund | 2.20% | |
| Real Estate Securities Fund | 1.61% | |
| SmallCap Fund | 1.59% | |
| Small-MidCap Dividend Income Fund | 0.96% | |
| MidCap Fund | 0.77% | |
| International Small Company Fund | 0.49% | |
| Diversified Real Asset Fund | 0.43% | |
| SmallCap S&P 600 Index Fund | 0.18% |
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