PSGPX Mutual Fund Analysis & Holdings | MarketXLS

PSGPX Mutual Fund

NAV$24.61

AUM$9M

TER1.37%

Holdings21

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PSGPX Mutual Fund

NAV$24.61

Principal Strategic Asset Management Strategic Growth Portfolio Class R-3

AUM$9M

TER1.37%

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

PSGPX Mutual Fund Overlap Analysis

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

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

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