PGRUX Mutual Fund

NAV$10.60

AUM$3M

TER1.15%

Holdings76

PGRUX Mutual Fund

NAV$10.60

Principal Global Real Estate Securities Fund Class R5

AUM$3M

TER1.15%

Holdings76

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Holdings Overlap Analysis

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

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.