PGVXX Mutual Fund
PGVXX Mutual Fund
AUM$832M
TER0.20%
Holdings70
PGVXX Mutual Fund
Principal Government Money Market Fund Institutional Class
AUM$832M
TER0.20%
Holdings70
PGVXX Mutual Fund Overlap Analysis
PGVXX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PGVXX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 70 holdings, PGVXX may share significant positions with broad-market funds.
PGVXX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PGVXX tax-loss harvesting finds highly correlated but non-identical funds.