PGBLX Mutual Fund
PGBLX Mutual Fund
NAV$10.98
AUM$56M
TER0.63%
Holdings3,167
See how much of PGBLX you already own
PGBLX Mutual Fund
NAV$10.98
Principal Multi-Sector Income Fund Class R6
AUM$56M
TER0.63%
Holdings3,167
See how much of PGBLX you already own
PGBLX Mutual Fund Overlap Analysis
PGBLX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PGBLX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 3167 holdings, PGBLX may share significant positions with broad-market funds.
PGBLX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PGBLX tax-loss harvesting finds highly correlated but non-identical funds.