POEIX Mutual Fund Analysis & Holdings | MarketXLS

POEIX Mutual Fund

NAV$10.34

AUM$4M

TER1.05%

Holdings126

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POEIX Mutual Fund

NAV$10.34

Principal Origin Emerging Markets Fund Institutional Class

AUM$4M

TER1.05%

Holdings126

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

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

Holdings Overlap Analysis

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

POEIX Mutual Fund Overlap Analysis

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

POEIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 126 holdings, POEIX may share significant positions with broad-market funds.

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