PMREX Mutual Fund

NAV$8.97

AUM$8M

TER0.67%

Holdings329

See how much of PMREX you already own

Just $25 once·$99/mo·Download sample

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PMREX Mutual Fund

NAV$8.97

Principal Government & High Quality Bond Fund Class R5

AUM$8M

TER0.67%

Holdings329

See how much of PMREX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

PMREX Mutual Fund Overlap Analysis

PMREX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

PMREX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 329 holdings, PMREX may share significant positions with broad-market funds.

PMREX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PMREX tax-loss harvesting finds highly correlated but non-identical funds.