PINLX Mutual Fund
PINLX Mutual Fund
NAV$14.08
AUM$5M
TER1.17%
Holdings107
PINLX Mutual Fund
NAV$14.08
Principal Diversified International Fund Class R-4
AUM$5M
TER1.17%
Holdings107
PINLX Mutual Fund Overlap Analysis
PINLX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PINLX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 107 holdings, PINLX may share significant positions with broad-market funds.
PINLX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PINLX tax-loss harvesting finds highly correlated but non-identical funds.