PMFMX Mutual Fund
PMFMX Mutual Fund
NAV$25.80
AUM$74M
TER0.73%
Holdings404
See how much of PMFMX you already own
PMFMX Mutual Fund
NAV$25.80
Principal MidCap S&P 400 Index Fund R-3 Class
AUM$74M
TER0.73%
Holdings404
See how much of PMFMX you already own
PMFMX Mutual Fund Overlap Analysis
PMFMX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PMFMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 404 holdings, PMFMX may share significant positions with broad-market funds.
PMFMX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PMFMX tax-loss harvesting finds highly correlated but non-identical funds.