PMDHX Mutual Fund Analysis & Holdings | MarketXLS

PMDHX Mutual Fund

NAV$23.31

AUM$665M

TER0.78%

Holdings75

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PMDHX Mutual Fund

NAV$23.31

Principal Small-MidCap Dividend Income Fund Class R6

AUM$665M

TER0.78%

Holdings75

See inside every fund you own

$45/quarter 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 PMDHX 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 PMDHX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

PMDHX Mutual Fund Overlap Analysis

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

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

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