PBIPX Mutual Fund Analysis & Holdings | MarketXLS

PBIPX Mutual Fund

NAV$8.45

AUM$4M

TER0.52%

Holdings4,050

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PBIPX Mutual Fund

NAV$8.45

Principal Bond Market Index Fund Class R4

AUM$4M

TER0.52%

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

PBIPX Mutual Fund Overlap Analysis

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

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

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