PMPRX Mutual Fund
PMPRX Mutual Fund
NAV$17.77
AUM$14M
TER1.20%
Holdings735
See how much of PMPRX you already own
PMPRX Mutual Fund
NAV$17.77
Principal MidCap Value Fund Class R3
AUM$14M
TER1.20%
Holdings735
See how much of PMPRX you already own
PMPRX Mutual Fund Overlap Analysis
PMPRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PMPRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 735 holdings, PMPRX may share significant positions with broad-market funds.
PMPRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PMPRX tax-loss harvesting finds highly correlated but non-identical funds.