PBMMX Mutual Fund
PBMMX Mutual Fund
NAV$8.88
AUM$15M
TER1.02%
Holdings787
See how much of PBMMX you already own
PBMMX Mutual Fund
NAV$8.88
Principal Core Plus Bond Fund Class R-3
AUM$15M
TER1.02%
Holdings787
See how much of PBMMX you already own
PBMMX Mutual Fund Overlap Analysis
PBMMX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PBMMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 787 holdings, PBMMX may share significant positions with broad-market funds.
PBMMX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PBMMX tax-loss harvesting finds highly correlated but non-identical funds.