PEDMX Mutual Fund
PEDMX Mutual Fund
NAV$10.80
AUM$12M
TER0.67%
Holdings48
See how much of PEDMX you already own
PEDMX Mutual Fund
NAV$10.80
Principal EDGE MidCap Fund Class R6
AUM$12M
TER0.67%
Holdings48
See how much of PEDMX you already own
PEDMX Mutual Fund Overlap Analysis
PEDMX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PEDMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 48 holdings, PEDMX may share significant positions with broad-market funds.
PEDMX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PEDMX tax-loss harvesting finds highly correlated but non-identical funds.