PGRTX Mutual Fund

NAV$18.11

AUM$99M

TER0.98%

Holdings1,223

PGRTX Mutual Fund

NAV$18.11

Principal SmallCap Growth Fund Institutional Class

AUM$99M

TER0.98%

Holdings1,223

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Holdings Overlap Analysis

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

PGRTX Mutual Fund Overlap Analysis

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

PGRTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1223 holdings, PGRTX may share significant positions with broad-market funds.

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