PIEMX Mutual Fund
PIEMX Mutual Fund
NAV$43.05
AUM$859,567.82
TER1.39%
Holdings64
See how much of PIEMX you already own
PIEMX Mutual Fund
NAV$43.05
Principal Equity Income Fund Class R-1
AUM$859,567.82
TER1.39%
Holdings64
See how much of PIEMX you already own
PIEMX Mutual Fund Overlap Analysis
PIEMX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PIEMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 64 holdings, PIEMX may share significant positions with broad-market funds.
PIEMX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PIEMX tax-loss harvesting finds highly correlated but non-identical funds.