PLGAX Mutual Fund
PLGAX Mutual Fund
NAV$14.50
AUM$519M
TER0.93%
Holdings413
See how much of PLGAX you already own
PLGAX Mutual Fund
NAV$14.50
Principal Large Cap Growth Fund I Class I
AUM$519M
TER0.93%
Holdings413
See how much of PLGAX you already own
PLGAX Mutual Fund Overlap Analysis
PLGAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PLGAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 413 holdings, PLGAX may share significant positions with broad-market funds.
PLGAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PLGAX tax-loss harvesting finds highly correlated but non-identical funds.