PIOMX Mutual Fund

NAV$8.55

AUM$218,773.49

TER1.23%

Holdings478

PIOMX Mutual Fund

NAV$8.55

Principal Core Fixed Income Fund Class R1

AUM$218,773.49

TER1.23%

Holdings478

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Holdings Overlap Analysis

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

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.