PAGHX Mutual Fund
PAGHX Mutual Fund
NAV$138.36
TER2.21%
Holdings42
PAGHX Mutual Fund
NAV$138.36
Aggressive Growth Portfolio Class C
TER2.21%
Holdings42
PAGHX Mutual Fund Overlap Analysis
PAGHX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PAGHX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 42 holdings, PAGHX may share significant positions with broad-market funds.
PAGHX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PAGHX tax-loss harvesting finds highly correlated but non-identical funds.