PEMGX Mutual Fund

NAV$40.33

AUM$1.7B

TER0.90%

Holdings72

See how much of PEMGX you already own

Just $25 once·$99/mo·Download sample

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PEMGX Mutual Fund

NAV$40.33

Principal MidCap Fund Class A

AUM$1.7B

TER0.90%

Holdings72

See how much of PEMGX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

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

Holdings Overlap Analysis

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

PEMGX Mutual Fund Overlap Analysis

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

PEMGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 72 holdings, PEMGX may share significant positions with broad-market funds.

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