PCGPX Mutual Fund Analysis & Holdings | MarketXLS

PCGPX Mutual Fund

NAV$20.25

AUM$11M

TER1.34%

Holdings27

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PCGPX Mutual Fund

NAV$20.25

Principal Strategic Asset Management Conservative Growth Portfolio Class R-3

AUM$11M

TER1.34%

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

PCGPX Mutual Fund Overlap Analysis

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

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

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