PMSGX Mutual Fund

NAV$8.17

AUM$977,350.02

TER1.55%

Holdings57

PMSGX Mutual Fund

NAV$8.17

Principal MidCap Growth Fund Class R-1

AUM$977,350.02

TER1.55%

Holdings57

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Holdings Overlap Analysis

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

PMSGX Mutual Fund Overlap Analysis

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

PMSGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 57 holdings, PMSGX may share significant positions with broad-market funds.

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