PGLSX Mutual Fund
PGLSX Mutual Fund
NAV$12.49
AUM$142M
TER1.33%
Holdings2,880
See how much of PGLSX you already own
PGLSX Mutual Fund
NAV$12.49
Principal Global Multi-Strategy Fund Class R6
AUM$142M
TER1.33%
Holdings2,880
See how much of PGLSX you already own
PGLSX Mutual Fund Overlap Analysis
PGLSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PGLSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 2880 holdings, PGLSX may share significant positions with broad-market funds.
PGLSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PGLSX tax-loss harvesting finds highly correlated but non-identical funds.