PIOIX Mutual Fund

NAV$8.51

AUM$610M

TER0.43%

Holdings478

PIOIX Mutual Fund

NAV$8.51

Principal Core Fixed Income Fund Institutional Class

AUM$610M

TER0.43%

Holdings478

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare PIOIX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings PIOIX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

PIOIX Mutual Fund Overlap Analysis

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

PIOIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 478 holdings, PIOIX may share significant positions with broad-market funds.

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