PGBLX Mutual Fund

NAV$11.41

AUM$62M

TER0.73%

Holdings3,158

PGBLX Mutual Fund

NAV$11.41

Principal Global Diversified Income Fund Class R6

AUM$62M

TER0.73%

Holdings3,158

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Holdings Overlap Analysis

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

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 3158 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.