PMAQX Mutual Fund
PMAQX Mutual Fund
NAV$42.88
AUM$10.1B
TER0.57%
Holdings72
See how much of PMAQX you already own
PMAQX Mutual Fund
NAV$42.88
Principal MidCap Fund Class R6
AUM$10.1B
TER0.57%
Holdings72
See how much of PMAQX you already own
PMAQX Mutual Fund Overlap Analysis
PMAQX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PMAQX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 72 holdings, PMAQX may share significant positions with broad-market funds.
PMAQX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PMAQX tax-loss harvesting finds highly correlated but non-identical funds.