PGRSX Mutual Fund
PGRSX Mutual Fund
NAV$10.03
AUM$524M
TER0.90%
Holdings76
See how much of PGRSX you already own
PGRSX Mutual Fund
NAV$10.03
Principal Global Real Estate Securities Fund Class R6
AUM$524M
TER0.90%
Holdings76
See how much of PGRSX you already own
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.