PLGAX Mutual Fund

NAV$14.43

AUM$487M

TER0.93%

Holdings413

PLGAX Mutual Fund

NAV$14.43

Principal Large Cap Growth Fund I Class I

AUM$487M

TER0.93%

Holdings413

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Holdings Overlap Analysis

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

PLGAX Mutual Fund Overlap Analysis

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

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

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