PLCGX Mutual Fund
PLCGX Mutual Fund
NAV$16.48
AUM$5.4B
TER0.59%
Holdings413
See how much of PLCGX you already own
PLCGX Mutual Fund
NAV$16.48
Principal Large Cap Growth Fund I Class R6
AUM$5.4B
TER0.59%
Holdings413
See how much of PLCGX you already own
PLCGX Mutual Fund Overlap Analysis
PLCGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PLCGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 413 holdings, PLCGX may share significant positions with broad-market funds.
PLCGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PLCGX tax-loss harvesting finds highly correlated but non-identical funds.