PIOOX Mutual Fund
PIOOX Mutual Fund
NAV$8.52
AUM$16M
TER0.90%
Holdings478
See how much of PIOOX you already own
PIOOX Mutual Fund
NAV$8.52
Principal Core Fixed Income Fund Class R3
AUM$16M
TER0.90%
Holdings478
See how much of PIOOX you already own
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 478 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.