PGDRX Mutual Fund

NAV$35.19

AUM$1.83

TER1.39%

Holdings511

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Just $25 once·$99/mo·Download sample

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PGDRX Mutual Fund

NAV$35.19

Principal Diversified Real Asset Fund Class R3

AUM$1.83

TER1.39%

Holdings511

See how much of PGDRX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

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

Holdings Overlap Analysis

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

PGDRX Mutual Fund Overlap Analysis

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

PGDRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 511 holdings, PGDRX may share significant positions with broad-market funds.

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