PBOMX Mutual Fund

NAV$8.96

AUM$3M

TER1.31%

Holdings787

PBOMX Mutual Fund

NAV$8.96

Principal Core Plus Bond Fund Class R-1

AUM$3M

TER1.31%

Holdings787

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Holdings Overlap Analysis

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

PBOMX Mutual Fund Overlap Analysis

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

PBOMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 787 holdings, PBOMX may share significant positions with broad-market funds.

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