PQIAX Mutual Fund

NAV$46.27

AUM$1.4B

TER0.85%

Holdings64

PQIAX Mutual Fund

NAV$46.27

Principal Equity Income Fund Class A

AUM$1.4B

TER0.85%

Holdings64

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Holdings Overlap Analysis

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

PQIAX Mutual Fund Overlap Analysis

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

PQIAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 64 holdings, PQIAX may share significant positions with broad-market funds.

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