PAGRX Mutual Fund
PAGRX Mutual Fund
NAV$163.10
TER1.21%
Holdings42
PAGRX Mutual Fund
NAV$163.10
Aggressive Growth Portfolio Class I
TER1.21%
Holdings42
PAGRX Mutual Fund Overlap Analysis
PAGRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PAGRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 42 holdings, PAGRX may share significant positions with broad-market funds.
PAGRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PAGRX tax-loss harvesting finds highly correlated but non-identical funds.