PFILX Mutual Fund Analysis & Holdings | MarketXLS

PFILX Mutual Fund

NAV$12.06

AUM$4M

TER1.06%

Holdings33

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PFILX Mutual Fund

NAV$12.06

Principal Strategic Asset Management Flexible Income Portfolio Class R-4

AUM$4M

TER1.06%

Holdings33

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

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

Holdings Overlap Analysis

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

PFILX Mutual Fund Overlap Analysis

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

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

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