PGDCX Mutual Fund

NAV$11.42

AUM$59M

TER1.84%

Holdings3,158

PGDCX Mutual Fund

NAV$11.42

Principal Global Diversified Income Fund Class C

AUM$59M

TER1.84%

Holdings3,158

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare PGDCX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings PGDCX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

PGDCX Mutual Fund Overlap Analysis

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

PGDCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 3158 holdings, PGDCX may share significant positions with broad-market funds.

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