PMBJX Mutual Fund

NAV$38.35

AUM$392M

TER0.76%

Holdings72

PMBJX Mutual Fund

NAV$38.35

Principal MidCap Fund Class J

AUM$392M

TER0.76%

Holdings72

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Holdings Overlap Analysis

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

PMBJX Mutual Fund Overlap Analysis

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

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

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