POMFX Mutual Fund
POMFX Mutual Fund
NAV$9.18
AUM$145M
TER0.80%
Holdings153
See how much of POMFX you already own
POMFX Mutual Fund
NAV$9.18
Principal Opportunistic Municipal Fund Institutional Class
AUM$145M
TER0.80%
Holdings153
See how much of POMFX you already own
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 153 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.