PIFSX Mutual Fund Analysis & Holdings | MarketXLS

PIFSX Mutual Fund

NAV$7.31

AUM$1M

TER0.77%

Holdings133

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PIFSX Mutual Fund

NAV$7.31

Principal Inflation Protection Fund Class R-4

AUM$1M

TER0.77%

Holdings133

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

PIFSX Mutual Fund Overlap Analysis

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

PIFSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 133 holdings, PIFSX may share significant positions with broad-market funds.

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