PGSLX Mutual Fund
NAV$13.06
AUM$109M
TER0.66%
Holdings41
PGSLX Mutual Fund
NAV$13.06
Principal Global Listed Infrastructure Fund Class Institutional
AUM$109M
TER0.66%
Holdings41

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PGSLX Mutual Fund Overlap Analysis
PGSLX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PGSLX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 41 holdings, PGSLX may share significant positions with broad-market funds.
PGSLX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PGSLX tax-loss harvesting finds highly correlated but non-identical funds.