PINZX Mutual Fund
PINZX Mutual Fund
NAV$13.85
AUM$1.9B
TER0.91%
Holdings469
See how much of PINZX you already own
PINZX Mutual Fund
NAV$13.85
Principal Overseas Fund Institutional Class
AUM$1.9B
TER0.91%
Holdings469
See how much of PINZX you already own
PINZX Mutual Fund Overlap Analysis
PINZX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PINZX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 469 holdings, PINZX may share significant positions with broad-market funds.
PINZX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PINZX tax-loss harvesting finds highly correlated but non-identical funds.