PIOQX Mutual Fund

NAV$8.49

AUM$20M

TER0.59%

Holdings478

PIOQX Mutual Fund

NAV$8.49

Principal Core Fixed Income Fund Class R5

AUM$20M

TER0.59%

Holdings478

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Holdings Overlap Analysis

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

PIOQX Mutual Fund Overlap Analysis

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

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

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