PAGHX Mutual Fund
PAGHX Mutual Fund
NAV$140.29
TER2.10%
Holdings42
See how much of PAGHX you already own
PAGHX Mutual Fund
NAV$140.29
Aggressive Growth Portfolio Class C
TER2.10%
Holdings42
See how much of PAGHX you already own
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.