PGRSX Mutual Fund Holdings Overlap Calculator | MarketXLS

PGRSX Mutual Fund

NAV$10.57

AUM$576M

TER0.90%

Holdings76

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PGRSX Mutual Fund

NAV$10.57

Principal Global Real Estate Securities Fund Class R6

AUM$576M

TER0.90%

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

PGRSX Mutual Fund Overlap Analysis

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

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

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