PGWXX Mutual Fund Holdings Overlap Calculator | MarketXLS

PGWXX Mutual Fund

AUM$3.3B

TER0.15%

Holdings70

See what you own twice

Check PGWXX against your other funds. Free for up to 5.

Check my overlap

PGWXX Mutual Fund

Principal Government Money Market Fund Class R6

AUM$3.3B

TER0.15%

Holdings70

See what you own twice

Check PGWXX against your other funds. Free for up to 5.

Check my overlap

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

Holdings Overlap Analysis

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

PGWXX Mutual Fund Overlap Analysis

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

PGWXX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 70 holdings, PGWXX may share significant positions with broad-market funds.

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