PGBHX Mutual Fund

NAV$37.24

AUM$4.1B

TER0.57%

Holdings40

PGBHX Mutual Fund

NAV$37.24

Principal Blue Chip Fund Class R6

AUM$4.1B

TER0.57%

Holdings40

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Holdings Overlap Analysis

Compare PGBHX 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 PGBHX shares with it. Popular comparisons: SPY, QQQ, VOO, VTI

PGBHX Mutual Fund Overlap Analysis

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

PGBHX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 40 holdings, PGBHX may share significant positions with broad-market funds.

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