PIFIX Mutual Fund Analysis & Holdings | MarketXLS

PIFIX Mutual Fund

NAV$13.01

AUM$194M

TER0.73%

Holdings33

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PIFIX Mutual Fund

NAV$13.01

Principal Strategic Asset Management Flexible Income Portfolio Institutional Class

AUM$194M

TER0.73%

Holdings33

See inside every fund you own

$149/yr 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 PIFIX 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 PIFIX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

PIFIX Mutual Fund Overlap Analysis

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

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

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