PMGRX Mutual Fund

NAV$8.85

AUM$467,314.66

TER1.29%

Holdings329

PMGRX Mutual Fund

NAV$8.85

Principal Government & High Quality Bond Fund Class R1

AUM$467,314.66

TER1.29%

Holdings329

X-ray your whole portfolio

$99/yr7-day refund. Mutual funds, ETFs, 401(k)s.

Get Pro →

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

Holdings Overlap Analysis

Compare PMGRX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings PMGRX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

PMGRX Mutual Fund Overlap Analysis

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

PMGRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 329 holdings, PMGRX may share significant positions with broad-market funds.

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