PCGYX Mutual Fund Analysis & Holdings | MarketXLS

PCGYX Mutual Fund

NAV$31.61

AUM$280M

TER0.76%

Holdings112

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PCGYX Mutual Fund

NAV$31.61

Putnam Convertible Securities Fund Class Y

AUM$280M

TER0.76%

Holdings112

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

PCGYX Mutual Fund Overlap Analysis

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

PCGYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 112 holdings, PCGYX may share significant positions with broad-market funds.

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