PGLSX Mutual Fund
PGLSX Mutual Fund
NAV$12.46
AUM$141M
TER1.33%
Holdings2,880
PGLSX Mutual Fund
NAV$12.46
Principal Global Multi-Strategy Fund Class R6
AUM$141M
TER1.33%
Holdings2,880
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.