PGRVX Mutual Fund

NAV$9.62

AUM$174,694.42

TER1.26%

Holdings76

See how much of PGRVX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

PGRVX Mutual Fund

NAV$9.62

Principal Global Real Estate Securities Fund class R4

AUM$174,694.42

TER1.26%

Holdings76

See how much of PGRVX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare PGRVX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings PGRVX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

PGRVX Mutual Fund Overlap Analysis

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

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

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