PMRIX Mutual Fund
PMRIX Mutual Fund
NAV$8.93
AUM$331M
TER0.53%
Holdings329
See how much of PMRIX you already own
PMRIX Mutual Fund
NAV$8.93
Principal Government & High Quality Bond Fund Institutional Class
AUM$331M
TER0.53%
Holdings329
See how much of PMRIX you already own
PMRIX Mutual Fund Overlap Analysis
PMRIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PMRIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 329 holdings, PMRIX may share significant positions with broad-market funds.
PMRIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PMRIX tax-loss harvesting finds highly correlated but non-identical funds.