PPIMX Mutual Fund
PPIMX Mutual Fund
NAV$7.55
AUM$10M
TER0.80%
Holdings322
See how much of PPIMX you already own
PPIMX Mutual Fund
NAV$7.55
Principal MidCap Growth Fund III Institutional Class
AUM$10M
TER0.80%
Holdings322
See how much of PPIMX you already own
PPIMX Mutual Fund Overlap Analysis
PPIMX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PPIMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 322 holdings, PPIMX may share significant positions with broad-market funds.
PPIMX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PPIMX tax-loss harvesting finds highly correlated but non-identical funds.