PCGGX Mutual Fund Analysis & Holdings | MarketXLS

PCGGX Mutual Fund

NAV$19.68

AUM$671,679.39

TER1.69%

Holdings27

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PCGGX Mutual Fund

NAV$19.68

Principal Strategic Asset Management Conservative Growth Portfolio Class R-1

AUM$671,679.39

TER1.69%

Holdings27

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

PCGGX Mutual Fund Overlap Analysis

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

PCGGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 27 holdings, PCGGX may share significant positions with broad-market funds.

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