PEDGX Mutual Fund Analysis & Holdings | MarketXLS

PEDGX Mutual Fund

NAV$10.73

AUM$22M

TER0.77%

Holdings48

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PEDGX Mutual Fund

NAV$10.73

Principal EDGE MidCap Fund Institutional Class

AUM$22M

TER0.77%

Holdings48

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

PEDGX Mutual Fund Overlap Analysis

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

PEDGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 48 holdings, PEDGX may share significant positions with broad-market funds.

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