PGBGX Mutual Fund
PGBGX Mutual Fund
NAV$41.96
AUM$30M
TER0.82%
Holdings38
See how much of PGBGX you already own
PGBGX Mutual Fund
NAV$41.96
Principal Blue Chip Fund Class R5
AUM$30M
TER0.82%
Holdings38
See how much of PGBGX you already own
PGBGX Mutual Fund Overlap Analysis
PGBGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PGBGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 38 holdings, PGBGX may share significant positions with broad-market funds.
PGBGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PGBGX tax-loss harvesting finds highly correlated but non-identical funds.