PEMGX Mutual Fund

NAV$38.45

AUM$1.6B

TER0.90%

Holdings72

PEMGX Mutual Fund

NAV$38.45

Principal MidCap Fund Class A

AUM$1.6B

TER0.90%

Holdings72

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Holdings Overlap Analysis

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

PEMGX Mutual Fund Overlap Analysis

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

PEMGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 72 holdings, PEMGX may share significant positions with broad-market funds.

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