POMFX Mutual Fund
POMFX Mutual Fund
NAV$9.49
AUM$146M
TER0.80%
Holdings169
POMFX Mutual Fund
NAV$9.49
Principal Opportunistic Municipal Fund Institutional Class
AUM$146M
TER0.80%
Holdings169
POMFX Mutual Fund Overlap Analysis
POMFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
POMFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 169 holdings, POMFX may share significant positions with broad-market funds.
POMFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. POMFX tax-loss harvesting finds highly correlated but non-identical funds.