PGRKX Mutual Fund
PGRKX Mutual Fund
NAV$9.91
AUM$1M
TER1.46%
Holdings76
See how much of PGRKX you already own
PGRKX Mutual Fund
NAV$9.91
Principal Global Real Estate Securities Fund Class R3
AUM$1M
TER1.46%
Holdings76
See how much of PGRKX you already own
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.