PSGGX Mutual Fund Analysis & Holdings | MarketXLS

PSGGX Mutual Fund

NAV$23.35

AUM$543,596.54

TER1.72%

Holdings21

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PSGGX Mutual Fund

NAV$23.35

Principal Strategic Asset Management Strategic Growth Portfolio Class R1

AUM$543,596.54

TER1.72%

Holdings21

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

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

Holdings Overlap Analysis

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

PSGGX Mutual Fund Overlap Analysis

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

PSGGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 21 holdings, PSGGX may share significant positions with broad-market funds.

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