PBIQX Mutual Fund

NAV$8.34

AUM$14M

TER0.38%

Holdings4,050

See how much of PBIQX you already own

Just $25 once·$99/mo·Download sample

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PBIQX Mutual Fund

NAV$8.34

Principal Bond Market Index Fund Class R-5

AUM$14M

TER0.38%

Holdings4,050

See how much of PBIQX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

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

Holdings Overlap Analysis

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

PBIQX Mutual Fund Overlap Analysis

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

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

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