PGBFX Mutual Fund

NAV$44.67

AUM$3M

TER0.95%

Holdings40

PGBFX Mutual Fund

NAV$44.67

Principal Blue Chip Fund Class R4

AUM$3M

TER0.95%

Holdings40

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Holdings Overlap Analysis

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

PGBFX Mutual Fund Overlap Analysis

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

PGBFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 40 holdings, PGBFX may share significant positions with broad-market funds.

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