PMOAX Mutual Fund Analysis & Holdings | MarketXLS

PMOAX Mutual Fund

NAV$9.48

AUM$38M

TER1.07%

Holdings169

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PMOAX Mutual Fund

NAV$9.48

Principal Opportunistic Municipal Fund Class A

AUM$38M

TER1.07%

Holdings169

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 PMOAX 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 PMOAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

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 169 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.