PFIFX Mutual Fund
PFIFX Mutual Fund
NAV$12.99
AUM$7M
TER0.95%
Holdings33
See how much of PFIFX you already own
PFIFX Mutual Fund
NAV$12.99
Principal Strategic Asset Management Flexible Income Portfolio Class R-5
AUM$7M
TER0.95%
Holdings33
See how much of PFIFX you already own
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.