PBOMX Mutual Fund
PBOMX Mutual Fund
NAV$8.96
AUM$3M
TER1.31%
Holdings787
See how much of PBOMX you already own
PBOMX Mutual Fund
NAV$8.96
Principal Core Plus Bond Fund Class R-1
AUM$3M
TER1.31%
Holdings787
See how much of PBOMX you already own
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.