PIOPX Mutual Fund
PIOPX Mutual Fund
NAV$8.50
AUM$4M
TER0.73%
Holdings478
See how much of PIOPX you already own
PIOPX Mutual Fund
NAV$8.50
Principal Core Fixed Income Fund Class R4
AUM$4M
TER0.73%
Holdings478
See how much of PIOPX you already own
PIOPX Mutual Fund Overlap Analysis
PIOPX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PIOPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 478 holdings, PIOPX may share significant positions with broad-market funds.
PIOPX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PIOPX tax-loss harvesting finds highly correlated but non-identical funds.