PGBAX Mutual Fund
PGBAX Mutual Fund
NAV$11.07
AUM$714M
TER0.97%
Holdings3,167
See how much of PGBAX you already own
PGBAX Mutual Fund
NAV$11.07
Principal Multi-Sector Income Fund Class A
AUM$714M
TER0.97%
Holdings3,167
See how much of PGBAX you already own
PGBAX Mutual Fund Overlap Analysis
PGBAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PGBAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 3167 holdings, PGBAX may share significant positions with broad-market funds.
PGBAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PGBAX tax-loss harvesting finds highly correlated but non-identical funds.