PMFPX Mutual Fund
PMFPX Mutual Fund
NAV$25.46
AUM$110M
TER0.42%
Holdings404
See how much of PMFPX you already own
PMFPX Mutual Fund
NAV$25.46
Principal MidCap S&P 400 Index Fund R-5 Class
AUM$110M
TER0.42%
Holdings404
See how much of PMFPX you already own
PMFPX Mutual Fund Overlap Analysis
PMFPX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PMFPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 404 holdings, PMFPX may share significant positions with broad-market funds.
PMFPX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PMFPX tax-loss harvesting finds highly correlated but non-identical funds.