PIOQX Mutual Fund
PIOQX Mutual Fund
NAV$8.49
AUM$20M
TER0.59%
Holdings478
See how much of PIOQX you already own
PIOQX Mutual Fund
NAV$8.49
Principal Core Fixed Income Fund Class R5
AUM$20M
TER0.59%
Holdings478
See how much of PIOQX you already own
PIOQX Mutual Fund Overlap Analysis
PIOQX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PIOQX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 478 holdings, PIOQX may share significant positions with broad-market funds.
PIOQX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PIOQX tax-loss harvesting finds highly correlated but non-identical funds.