PMDIX Mutual Fund Analysis & Holdings | MarketXLS

PMDIX Mutual Fund

NAV$23.17

AUM$704M

TER0.85%

Holdings75

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PMDIX Mutual Fund

NAV$23.17

Principal Small-MidCap Dividend Income Fund Institutional Class

AUM$704M

TER0.85%

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 PMDIX 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 PMDIX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

PMDIX Mutual Fund Overlap Analysis

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

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

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