PMFMX Mutual Fund

NAV$26.11

AUM$72M

TER0.73%

Holdings404

PMFMX Mutual Fund

NAV$26.11

Principal MidCap S&P 400 Index Fund R-3 Class

AUM$72M

TER0.73%

Holdings404

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

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

PMFMX Mutual Fund Overlap Analysis

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

PMFMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 404 holdings, PMFMX may share significant positions with broad-market funds.

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