PMJXX Mutual Fund
PMJXX Mutual Fund
NAV$1.00
AUM$705M
TER0.44%
Holdings109
See how much of PMJXX you already own
PMJXX Mutual Fund
NAV$1.00
Principal Money Market Fund
AUM$705M
TER0.44%
Holdings109
See how much of PMJXX you already own
PMJXX Mutual Fund Overlap Analysis
PMJXX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PMJXX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 109 holdings, PMJXX may share significant positions with broad-market funds.
PMJXX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PMJXX tax-loss harvesting finds highly correlated but non-identical funds.