PMRIX Mutual Fund

NAV$8.91

AUM$329M

TER0.53%

Holdings329

PMRIX Mutual Fund

NAV$8.91

Principal Government & High Quality Bond Fund Institutional Class

AUM$329M

TER0.53%

Holdings329

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Holdings Overlap Analysis

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

PMRIX Mutual Fund Overlap Analysis

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

PMRIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 329 holdings, PMRIX may share significant positions with broad-market funds.

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