PFIFX Mutual Fund

NAV$12.94

AUM$7M

TER0.95%

Holdings33

PFIFX Mutual Fund

NAV$12.94

Principal Strategic Asset Management Flexible Income Portfolio Class R-5

AUM$7M

TER0.95%

Holdings33

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Holdings Overlap Analysis

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

PFIFX Mutual Fund Overlap Analysis

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

PFIFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 33 holdings, PFIFX may share significant positions with broad-market funds.

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