PIREX Mutual Fund
PIREX Mutual Fund
NAV$31.41
AUM$3.7B
TER0.86%
Holdings38
See how much of PIREX you already own
PIREX Mutual Fund
NAV$31.41
Principal Real Estate Securities Fund Institutional Class
AUM$3.7B
TER0.86%
Holdings38
See how much of PIREX you already own
PIREX Mutual Fund Overlap Analysis
PIREX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PIREX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 38 holdings, PIREX may share significant positions with broad-market funds.
PIREX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PIREX tax-loss harvesting finds highly correlated but non-identical funds.