PQIAX Mutual Fund

NAV$46.47

AUM$1.4B

TER0.85%

Holdings64

See how much of PQIAX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

PQIAX Mutual Fund

NAV$46.47

Principal Equity Income Fund Class A

AUM$1.4B

TER0.85%

Holdings64

See how much of PQIAX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

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

Holdings Overlap Analysis

Compare PQIAX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings PQIAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

PQIAX Mutual Fund Overlap Analysis

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

PQIAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 64 holdings, PQIAX may share significant positions with broad-market funds.

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