PMRJX Mutual Fund

NAV$8.94

AUM$62M

TER0.87%

Holdings329

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PMRJX Mutual Fund

NAV$8.94

Principal Government & High Quality Bond Fund Class J

AUM$62M

TER0.87%

Holdings329

See how much of PMRJX 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 PMRJX 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 PMRJX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

PMRJX Mutual Fund Overlap Analysis

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

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

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