PMRJX Mutual Fund

NAV$8.92

AUM$63M

TER0.87%

Holdings329

PMRJX Mutual Fund

NAV$8.92

Principal Government & High Quality Bond Fund Class J

AUM$63M

TER0.87%

Holdings329

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Holdings Overlap Analysis

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

PMRJX Mutual Fund Overlap Analysis

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

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

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