PVEJX Mutual Fund
PVEJX Mutual Fund
NAV$17.51
AUM$190M
TER0.87%
Holdings735
See how much of PVEJX you already own
PVEJX Mutual Fund
NAV$17.51
Principal MidCap Value Fund Class J
AUM$190M
TER0.87%
Holdings735
See how much of PVEJX you already own
PVEJX Mutual Fund Overlap Analysis
PVEJX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PVEJX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 735 holdings, PVEJX may share significant positions with broad-market funds.
PVEJX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PVEJX tax-loss harvesting finds highly correlated but non-identical funds.