PBIJX Mutual Fund
PBIJX Mutual Fund
NAV$8.08
AUM$41M
TER0.43%
Holdings4,141
See how much of PBIJX you already own
PBIJX Mutual Fund
NAV$8.08
Principal Bond Market Index Fund Class J
AUM$41M
TER0.43%
Holdings4,141
See how much of PBIJX you already own
PBIJX Mutual Fund Overlap Analysis
PBIJX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PBIJX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 4141 holdings, PBIJX may share significant positions with broad-market funds.
PBIJX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PBIJX tax-loss harvesting finds highly correlated but non-identical funds.