PSGLX Mutual Fund

NAV$23.43

AUM$4M

TER1.22%

Holdings21

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PSGLX Mutual Fund

NAV$23.43

Principal Strategic Asset Management Strategic Growth Portfolio Class R-4

AUM$4M

TER1.22%

Holdings21

See inside every fund you own

$99/yr 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 PSGLX 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 PSGLX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

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.