PEIOX Mutual Fund

NAV$46.05

AUM$29M

TER1.08%

Holdings64

PEIOX Mutual Fund

NAV$46.05

Principal Equity Income Fund Class R-3

AUM$29M

TER1.08%

Holdings64

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Holdings Overlap Analysis

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

PEIOX Mutual Fund Overlap Analysis

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

PEIOX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 64 holdings, PEIOX may share significant positions with broad-market funds.

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