PGDCX Mutual Fund
PGDCX Mutual Fund
NAV$11.00
AUM$53M
TER1.74%
Holdings3,167
See how much of PGDCX you already own
PGDCX Mutual Fund
NAV$11.00
Principal Multi-Sector Income Fund Class C
AUM$53M
TER1.74%
Holdings3,167
See how much of PGDCX you already own
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 3167 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.