PABWX Mutual Fund
PABWX Mutual Fund
NAV$18.81
AUM$8M
TER1.00%
Holdings735
PABWX Mutual Fund
NAV$18.81
Principal MidCap Value Fund Class R4
AUM$8M
TER1.00%
Holdings735
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.