PGSLX Mutual Fund
PGSLX Mutual Fund
NAV$12.82
AUM$109M
TER0.66%
Holdings44
See how much of PGSLX you already own
PGSLX Mutual Fund
NAV$12.82
Principal Global Listed Infrastructure Fund Class Institutional
AUM$109M
TER0.66%
Holdings44
See how much of PGSLX you already own
PGSLX Mutual Fund Overlap Analysis
PGSLX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PGSLX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 44 holdings, PGSLX may share significant positions with broad-market funds.
PGSLX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PGSLX tax-loss harvesting finds highly correlated but non-identical funds.