PIOPX Mutual Fund
PIOPX Mutual Fund
NAV$8.50
AUM$4M
TER0.73%
Holdings478
PIOPX Mutual Fund
NAV$8.50
Principal Core Fixed Income Fund Class R4
AUM$4M
TER0.73%
Holdings478
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.