PPQMX Mutual Fund Analysis & Holdings | MarketXLS

PPQMX Mutual Fund

NAV$5.51

AUM$4M

TER1.37%

Holdings322

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PPQMX Mutual Fund

NAV$5.51

Principal MidCap Growth Fund III Class R-3

AUM$4M

TER1.37%

Holdings322

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

PPQMX Mutual Fund Overlap Analysis

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

PPQMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 322 holdings, PPQMX may share significant positions with broad-market funds.

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