PMOAX Mutual Fund
PMOAX Mutual Fund
NAV$9.17
AUM$37M
TER1.07%
Holdings153
See how much of PMOAX you already own
PMOAX Mutual Fund
NAV$9.17
Principal Opportunistic Municipal Fund Class A
AUM$37M
TER1.07%
Holdings153
See how much of PMOAX you already own
PMOAX Mutual Fund Overlap Analysis
PMOAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PMOAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 153 holdings, PMOAX may share significant positions with broad-market funds.
PMOAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PMOAX tax-loss harvesting finds highly correlated but non-identical funds.