PGBAX Mutual Fund

NAV$11.49

AUM$765M

TER1.07%

Holdings3,158

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PGBAX Mutual Fund

NAV$11.49

Principal Global Diversified Income Fund Class A

AUM$765M

TER1.07%

Holdings3,158

See inside every fund you own

$99/yr 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 PGBAX 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 PGBAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

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 3158 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.