PLCGX Mutual Fund

NAV$16.81

AUM$4.3B

TER0.59%

Holdings413

PLCGX Mutual Fund

NAV$16.81

Principal Large Cap Growth Fund I Class R6

AUM$4.3B

TER0.59%

Holdings413

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Holdings Overlap Analysis

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

PLCGX Mutual Fund Overlap Analysis

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

PLCGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 413 holdings, PLCGX may share significant positions with broad-market funds.

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