PMFJX Mutual Fund
PMFJX Mutual Fund
NAV$22.72
AUM$159M
TER0.38%
Holdings411
See how much of PMFJX you already own
PMFJX Mutual Fund
NAV$22.72
Principal MidCap S&P 400 Index Fund Class J
AUM$159M
TER0.38%
Holdings411
See how much of PMFJX you already own
PMFJX Mutual Fund Overlap Analysis
PMFJX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PMFJX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 411 holdings, PMFJX may share significant positions with broad-market funds.
PMFJX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PMFJX tax-loss harvesting finds highly correlated but non-identical funds.