PIOOX Mutual Fund

NAV$8.24

AUM$15M

TER0.90%

Holdings455

See how much of PIOOX you already own

Just $25 once·$99/mo·Download sample

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PIOOX Mutual Fund

NAV$8.24

Principal Core Fixed Income Fund Class R3

AUM$15M

TER0.90%

Holdings455

See how much of PIOOX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

PIOOX Mutual Fund Overlap Analysis

PIOOX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

PIOOX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 455 holdings, PIOOX may share significant positions with broad-market funds.

PIOOX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PIOOX tax-loss harvesting finds highly correlated but non-identical funds.