PMAPX Mutual Fund
PMAPX Mutual Fund
NAV$24.88
AUM$783M
TER0.16%
Holdings404
See how much of PMAPX you already own
PMAPX Mutual Fund
NAV$24.88
Principal MidCap S&P 400 Index Fund Class R6
AUM$783M
TER0.16%
Holdings404
See how much of PMAPX you already own
PMAPX Mutual Fund Overlap Analysis
PMAPX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PMAPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 404 holdings, PMAPX may share significant positions with broad-market funds.
PMAPX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PMAPX tax-loss harvesting finds highly correlated but non-identical funds.