PLGIX Mutual Fund

NAV$16.26

AUM$329M

TER0.67%

Holdings416

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Just $25 once·$99/mo·Download sample

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PLGIX Mutual Fund

NAV$16.26

Principal Large Cap Growth Fund I Institutional Class

AUM$329M

TER0.67%

Holdings416

See how much of PLGIX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

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

Holdings Overlap Analysis

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

PLGIX Mutual Fund Overlap Analysis

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

PLGIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 416 holdings, PLGIX may share significant positions with broad-market funds.

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