PABVX Mutual Fund

NAV$17.62

AUM$29M

TER0.89%

Holdings735

PABVX Mutual Fund

NAV$17.62

Principal MidCap Value Fund Class R5

AUM$29M

TER0.89%

Holdings735

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Holdings Overlap Analysis

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

PABVX Mutual Fund Overlap Analysis

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

PABVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 735 holdings, PABVX may share significant positions with broad-market funds.

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