PVMIX Mutual Fund
PVMIX Mutual Fund
NAV$17.76
AUM$607M
TER0.69%
Holdings735
See how much of PVMIX you already own
PVMIX Mutual Fund
NAV$17.76
Principal MidCap Value Fund Institutional Class
AUM$607M
TER0.69%
Holdings735
See how much of PVMIX you already own
PVMIX Mutual Fund Overlap Analysis
PVMIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PVMIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 735 holdings, PVMIX may share significant positions with broad-market funds.
PVMIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PVMIX tax-loss harvesting finds highly correlated but non-identical funds.