PLGIX Mutual Fund

NAV$16.29

AUM$308M

TER0.67%

Holdings416

PLGIX Mutual Fund

NAV$16.29

Principal Large Cap Growth Fund I Institutional Class

AUM$308M

TER0.67%

Holdings416

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Holdings Overlap Analysis

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

PLGIX Mutual Fund Overlap Analysis

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

PLGIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 416 holdings, PLGIX may share significant positions with broad-market funds.

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