PABWX Mutual Fund
PABWX Mutual Fund
NAV$18.81
AUM$8M
TER1.00%
Holdings735
See how much of PABWX you already own
PABWX Mutual Fund
NAV$18.81
Principal MidCap Value Fund Class R4
AUM$8M
TER1.00%
Holdings735
See how much of PABWX you already own
PABWX Mutual Fund Overlap Analysis
PABWX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PABWX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 735 holdings, PABWX may share significant positions with broad-market funds.
PABWX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PABWX tax-loss harvesting finds highly correlated but non-identical funds.