PGRKX Mutual Fund Analysis & Holdings | MarketXLS

PGRKX Mutual Fund

NAV$10.59

AUM$1M

TER1.46%

Holdings76

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PGRKX Mutual Fund

NAV$10.59

Principal Global Real Estate Securities Fund Class R3

AUM$1M

TER1.46%

Holdings76

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

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

Holdings Overlap Analysis

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

PGRKX Mutual Fund Overlap Analysis

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

PGRKX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 76 holdings, PGRKX may share significant positions with broad-market funds.

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