PABVX Mutual Fund
PABVX Mutual Fund
NAV$18.05
AUM$29M
TER0.89%
Holdings735
See how much of PABVX you already own
PABVX Mutual Fund
NAV$18.05
Principal MidCap Value Fund Class R5
AUM$29M
TER0.89%
Holdings735
See how much of PABVX you already own
PABVX Mutual Fund Overlap Analysis
PABVX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PABVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 735 holdings, PABVX may share significant positions with broad-market funds.
PABVX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PABVX tax-loss harvesting finds highly correlated but non-identical funds.