PMRDX Mutual Fund
PMRDX Mutual Fund
NAV$8.87
AUM$2M
TER0.79%
Holdings329
PMRDX Mutual Fund
NAV$8.87
Principal Government & High Quality Bond Fund Class R4
AUM$2M
TER0.79%
Holdings329
PMRDX Mutual Fund Overlap Analysis
PMRDX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PMRDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 329 holdings, PMRDX may share significant positions with broad-market funds.
PMRDX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PMRDX tax-loss harvesting finds highly correlated but non-identical funds.