PFILX Mutual Fund
PFILX Mutual Fund
NAV$12.06
AUM$4M
TER1.06%
Holdings33
See how much of PFILX you already own
PFILX Mutual Fund
NAV$12.06
Principal Strategic Asset Management Flexible Income Portfolio Class R-4
AUM$4M
TER1.06%
Holdings33
See how much of PFILX you already own
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.