PMFSX Mutual Fund Analysis & Holdings | MarketXLS

PMFSX Mutual Fund

NAV$27.30

AUM$34M

TER0.54%

Holdings404

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

PMFSX Mutual Fund

NAV$27.30

Principal MidCap S&P 400 Index Fund R-4 Class

AUM$34M

TER0.54%

Holdings404

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 PMFSX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings PMFSX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

PMFSX Mutual Fund Overlap Analysis

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

PMFSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 404 holdings, PMFSX may share significant positions with broad-market funds.

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