PMGJX Mutual Fund
PMGJX Mutual Fund
NAV$5.36
AUM$84M
TER0.90%
Holdings57
See how much of PMGJX you already own
PMGJX Mutual Fund
NAV$5.36
Principal MidCap Growth Fund Class J
AUM$84M
TER0.90%
Holdings57
See how much of PMGJX you already own
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.