PBIMX Mutual Fund Analysis & Holdings | MarketXLS

PBIMX Mutual Fund

NAV$8.38

AUM$660,964.93

TER1.02%

Holdings4,050

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PBIMX Mutual Fund

NAV$8.38

Principal Bond Market Index Fund Class R-1

AUM$660,964.93

TER1.02%

Holdings4,050

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 PBIMX 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 PBIMX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

PBIMX Mutual Fund Overlap Analysis

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

PBIMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 4050 holdings, PBIMX may share significant positions with broad-market funds.

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