PBIJX Mutual Fund

NAV$8.27

AUM$42M

TER0.43%

Holdings4,050

PBIJX Mutual Fund

NAV$8.27

Principal Bond Market Index Fund Class J

AUM$42M

TER0.43%

Holdings4,050

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Holdings Overlap Analysis

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

PBIJX Mutual Fund Overlap Analysis

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

PBIJX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 4050 holdings, PBIJX may share significant positions with broad-market funds.

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