PGRVX Mutual Fund

NAV$9.62

AUM$174,694.42

TER1.26%

Holdings76

PGRVX Mutual Fund

NAV$9.62

Principal Global Real Estate Securities Fund class R4

AUM$174,694.42

TER1.26%

Holdings76

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Holdings Overlap Analysis

Compare PGRVX 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 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.