PGDRX Mutual Fund

NAV$35.19

AUM$1.83

TER1.39%

Holdings512

PGDRX Mutual Fund

NAV$35.19

Principal Diversified Real Asset Fund Class R3

AUM$1.83

TER1.39%

Holdings512

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Holdings Overlap Analysis

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

PGDRX Mutual Fund Overlap Analysis

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

PGDRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 512 holdings, PGDRX may share significant positions with broad-market funds.

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