PIOJX Mutual Fund
PIOJX Mutual Fund
NAV$8.21
AUM$70M
TER0.57%
Holdings455
See how much of PIOJX you already own
PIOJX Mutual Fund
NAV$8.21
Principal Core Fixed Income Fund Class J
AUM$70M
TER0.57%
Holdings455
See how much of PIOJX you already own
PIOJX Mutual Fund Overlap Analysis
PIOJX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PIOJX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 455 holdings, PIOJX may share significant positions with broad-market funds.
PIOJX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PIOJX tax-loss harvesting finds highly correlated but non-identical funds.