PGRUX Mutual Fund
PGRUX Mutual Fund
NAV$10.34
AUM$3M
TER1.15%
Holdings76
See how much of PGRUX you already own
PGRUX Mutual Fund
NAV$10.34
Principal Global Real Estate Securities Fund Class R5
AUM$3M
TER1.15%
Holdings76
See how much of PGRUX you already own
PGRUX Mutual Fund Overlap Analysis
PGRUX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PGRUX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 76 holdings, PGRUX may share significant positions with broad-market funds.
PGRUX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PGRUX tax-loss harvesting finds highly correlated but non-identical funds.