PMDDX Mutual Fund

NAV$22.75

AUM$15M

TER1.87%

Holdings75

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PMDDX Mutual Fund

NAV$22.75

Principal Small-MidCap Dividend Income Fund Class C

AUM$15M

TER1.87%

Holdings75

See inside every fund you own

$99/yr Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare PMDDX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings PMDDX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

PMDDX Mutual Fund Overlap Analysis

PMDDX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

PMDDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 75 holdings, PMDDX may share significant positions with broad-market funds.

PMDDX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PMDDX tax-loss harvesting finds highly correlated but non-identical funds.