PIOMX Mutual Fund
PIOMX Mutual Fund
NAV$8.55
AUM$218,773.49
TER1.23%
Holdings478
See how much of PIOMX you already own
PIOMX Mutual Fund
NAV$8.55
Principal Core Fixed Income Fund Class R1
AUM$218,773.49
TER1.23%
Holdings478
See how much of PIOMX you already own
PIOMX Mutual Fund Overlap Analysis
PIOMX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PIOMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 478 holdings, PIOMX may share significant positions with broad-market funds.
PIOMX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PIOMX tax-loss harvesting finds highly correlated but non-identical funds.