PBMJX Mutual Fund

NAV$8.96

AUM$87M

TER0.82%

Holdings787

PBMJX Mutual Fund

NAV$8.96

Principal Core Plus Bond Fund Class J

AUM$87M

TER0.82%

Holdings787

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Holdings Overlap Analysis

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

PBMJX Mutual Fund Overlap Analysis

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

PBMJX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 787 holdings, PBMJX may share significant positions with broad-market funds.

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