PMGJX Mutual Fund Analysis & Holdings | MarketXLS

PMGJX Mutual Fund

NAV$5.36

AUM$84M

TER0.90%

Holdings57

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PMGJX Mutual Fund

NAV$5.36

Principal MidCap Growth Fund Class J

AUM$84M

TER0.90%

Holdings57

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

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Discover Portfolio Overlap

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

PMGJX Mutual Fund Overlap Analysis

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

PMGJX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 57 holdings, PMGJX may share significant positions with broad-market funds.

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