PGRTX Mutual Fund
PGRTX Mutual Fund
NAV$18.64
AUM$101M
TER0.98%
Holdings1,223
See how much of PGRTX you already own
PGRTX Mutual Fund
NAV$18.64
Principal SmallCap Growth Fund Institutional Class
AUM$101M
TER0.98%
Holdings1,223
See how much of PGRTX you already own
PGRTX Mutual Fund Overlap Analysis
PGRTX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PGRTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1223 holdings, PGRTX may share significant positions with broad-market funds.
PGRTX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PGRTX tax-loss harvesting finds highly correlated but non-identical funds.