PAFIX Mutual Fund Analysis & Holdings | MarketXLS

PAFIX Mutual Fund

NAV$11.22

AUM$171M

TER0.79%

Holdings4

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PAFIX Mutual Fund

NAV$11.22

Principal Global Macro Fund Class R6

AUM$171M

TER0.79%

Holdings4

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare PAFIX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings PAFIX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

PAFIX Mutual Fund Overlap Analysis

PAFIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

PAFIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 4 holdings, PAFIX may share significant positions with broad-market funds.

PAFIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PAFIX tax-loss harvesting finds highly correlated but non-identical funds.