PGDIX Mutual Fund
PGDIX Mutual Fund
NAV$11.40
AUM$1.1B
TER0.73%
Holdings3,158
See how much of PGDIX you already own
PGDIX Mutual Fund
NAV$11.40
Principal Global Diversified Income Fund Institutional Class
AUM$1.1B
TER0.73%
Holdings3,158
See how much of PGDIX you already own
PGDIX Mutual Fund Overlap Analysis
PGDIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PGDIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 3158 holdings, PGDIX may share significant positions with broad-market funds.
PGDIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PGDIX tax-loss harvesting finds highly correlated but non-identical funds.