PMDIX Mutual Fund
PMDIX Mutual Fund
NAV$22.47
AUM$682M
TER0.85%
Holdings76
See how much of PMDIX you already own
PMDIX Mutual Fund
NAV$22.47
Principal Small-MidCap Dividend Income Fund Institutional Class
AUM$682M
TER0.85%
Holdings76
See how much of PMDIX you already own
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 76 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.