FundWatcher

Compare fund portfolios

See how two funds' portfolios overlap. Enter two tickers:

vs

SCUPX vs PTDMX

Shared holdings
10
SCUPX covered by PTDMX
31.49%
PTDMX covered by SCUPX
31.49%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 27 positions per side shown; ● = held by both — hover a shared position to highlight it in both columns.

SCUPX (Jan. 31, 2026)

SecurityWeight
Core Fixed Income Fund29.12%●
Finisterre Emerging Markets Total Return Bond Fund7.87%
Principal Government Money Market Fund - Class R-66.96%
Bond Market Index Fund6.35%
Principal U.S. Mega-Cap ETF5.21%
Inflation Protection Fund5.01%
Short-Term Income Fund4.55%
Government & High Quality Bond Fund4.38%
High Yield Fund3.65%●
Equity Income Fund3.62%●
Principal International Equity ETF3.57%
Spectrum Preferred and Capital Securities Income Fund2.64%
Principal Capital Appreciation Fund2.42%
International Equity Index Fund2.35%
LargeCap Value Fund III1.80%●
Principal Active High Yield ETF1.80%
Principal U.S. Small-Cap ETF1.40%
Small-MidCap Dividend Income Fund1.36%●
Global Emerging Markets Fund1.19%●
Global Macro Fund1.17%
Overseas Fund1.01%
Diversified Real Asset Fund0.77%
LargeCap S&P 500 Index Fund0.55%●
Real Estate Securities Fund0.47%●
MidCap Fund0.46%●
LargeCap Growth Fund I0.32%●
US ULTRA BOND CBT Sep250.02%

PTDMX (Jan. 31, 2026)

SecurityWeight
LargeCap S&P 500 Index Fund21.31%●
International Equity Fund20.85%
Core Fixed Income Fund18.55%●
Equity Income Fund5.64%●
LargeCap Value Fund III5.19%●
LargeCap Growth Fund I5.05%●
Global Emerging Markets Fund4.88%●
Blue Chip Fund4.79%
SmallCap Fund3.45%
High Yield Fund3.17%●
Small-MidCap Dividend Income Fund2.09%●
Real Estate Securities Fund1.91%●
MidCap Fund1.67%●
International Small Company Fund1.06%
SmallCap S&P 600 Index Fund0.38%

Machine-readable: JSON · Markdown. Programmatic access via the agent surface.