PEIJX Mutual Fund
PEIJX Mutual Fund
NAV$46.15
AUM$100M
TER0.74%
Holdings64
See how much of PEIJX you already own
PEIJX Mutual Fund
NAV$46.15
Principal Equity Income Fund Class J
AUM$100M
TER0.74%
Holdings64
See how much of PEIJX you already own
PEIJX Mutual Fund Overlap Analysis
PEIJX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PEIJX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 64 holdings, PEIJX may share significant positions with broad-market funds.
PEIJX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PEIJX tax-loss harvesting finds highly correlated but non-identical funds.