PBMPX Mutual Fund

NAV$8.81

AUM$18M

TER0.71%

Holdings787

PBMPX Mutual Fund

NAV$8.81

Principal Core Plus Bond Fund Class R5

AUM$18M

TER0.71%

Holdings787

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Holdings Overlap Analysis

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

PBMPX Mutual Fund Overlap Analysis

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

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

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