PLGJX Mutual Fund
PLGJX Mutual Fund
NAV$8.86
AUM$384M
TER0.78%
Holdings220
See how much of PLGJX you already own
PLGJX Mutual Fund
NAV$8.86
Principal Large Cap Growth Fund I Class J
AUM$384M
TER0.78%
Holdings220
See how much of PLGJX you already own
PLGJX Mutual Fund Overlap Analysis
PLGJX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PLGJX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 220 holdings, PLGJX may share significant positions with broad-market funds.
PLGJX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PLGJX tax-loss harvesting finds highly correlated but non-identical funds.