PCGJX Mutual Fund
PCGJX Mutual Fund
NAV$19.95
AUM$1.1B
TER0.94%
Holdings27
See how much of PCGJX you already own
PCGJX Mutual Fund
NAV$19.95
Principal Strategic Asset Management Conservative Growth Portfolio Class J
AUM$1.1B
TER0.94%
Holdings27
See how much of PCGJX you already own
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.