PMPRX Mutual Fund

NAV$17.35

AUM$14M

TER1.20%

Holdings735

PMPRX Mutual Fund

NAV$17.35

Principal MidCap Value Fund Class R3

AUM$14M

TER1.20%

Holdings735

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Holdings Overlap Analysis

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

PMPRX Mutual Fund Overlap Analysis

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

PMPRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 735 holdings, PMPRX may share significant positions with broad-market funds.

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