PMFPX Mutual Fund

NAV$26.62

AUM$114M

TER0.42%

Holdings404

PMFPX Mutual Fund

NAV$26.62

Principal MidCap S&P 400 Index Fund R-5 Class

AUM$114M

TER0.42%

Holdings404

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Holdings Overlap Analysis

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

PMFPX Mutual Fund Overlap Analysis

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

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

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