PCMVX Mutual Fund
PCMVX Mutual Fund
NAV$18.18
AUM$50M
TER1.06%
Holdings735
See how much of PCMVX you already own
PCMVX Mutual Fund
NAV$18.18
Principal MidCap Value Fund I
AUM$50M
TER1.06%
Holdings735
See how much of PCMVX you already own
PCMVX Mutual Fund Overlap Analysis
PCMVX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PCMVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 735 holdings, PCMVX may share significant positions with broad-market funds.
PCMVX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PCMVX tax-loss harvesting finds highly correlated but non-identical funds.