PSGFX Mutual Fund
PSGFX Mutual Fund
NAV$24.70
AUM$35M
TER1.06%
Holdings21
See how much of PSGFX you already own
PSGFX Mutual Fund
NAV$24.70
Principal Strategic Asset Management Strategic Growth Portfolio Class R-5
AUM$35M
TER1.06%
Holdings21
See how much of PSGFX you already own
PSGFX Mutual Fund Overlap Analysis
PSGFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PSGFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 21 holdings, PSGFX may share significant positions with broad-market funds.
PSGFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PSGFX tax-loss harvesting finds highly correlated but non-identical funds.