PBOIX Mutual Fund
PBOIX Mutual Fund
NAV$8.28
AUM$8M
TER0.69%
Holdings4,050
See how much of PBOIX you already own
PBOIX Mutual Fund
NAV$8.28
Principal Bond Market Index Fund Class R-3
AUM$8M
TER0.69%
Holdings4,050
See how much of PBOIX you already own
PBOIX Mutual Fund Overlap Analysis
PBOIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PBOIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 4050 holdings, PBOIX may share significant positions with broad-market funds.
PBOIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PBOIX tax-loss harvesting finds highly correlated but non-identical funds.