PCGJX Mutual Fund Analysis & Holdings | MarketXLS

PCGJX Mutual Fund

NAV$20.30

AUM$1.1B

TER0.94%

Holdings27

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PCGJX Mutual Fund

NAV$20.30

Principal Strategic Asset Management Conservative Growth Portfolio Class J

AUM$1.1B

TER0.94%

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

PCGJX Mutual Fund Overlap Analysis

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

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

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