PSGLX Mutual Fund
PSGLX Mutual Fund
NAV$23.43
AUM$4M
TER1.22%
Holdings21
See how much of PSGLX you already own
PSGLX Mutual Fund
NAV$23.43
Principal Strategic Asset Management Strategic Growth Portfolio Class R-4
AUM$4M
TER1.22%
Holdings21
See how much of PSGLX you already own
PSGLX Mutual Fund Overlap Analysis
PSGLX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PSGLX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 21 holdings, PSGLX may share significant positions with broad-market funds.
PSGLX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PSGLX tax-loss harvesting finds highly correlated but non-identical funds.