PRBDX Mutual Fund
PRBDX Mutual Fund
NAV$8.91
AUM$57M
TER0.81%
Holdings787
See how much of PRBDX you already own
PRBDX Mutual Fund
NAV$8.91
Principal Core Plus Bond Fund Class A
AUM$57M
TER0.81%
Holdings787
See how much of PRBDX you already own
PRBDX Mutual Fund Overlap Analysis
PRBDX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PRBDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 787 holdings, PRBDX may share significant positions with broad-market funds.
PRBDX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PRBDX tax-loss harvesting finds highly correlated but non-identical funds.