PCGYX Mutual Fund
PCGYX Mutual Fund
NAV$30.79
AUM$280M
TER0.76%
Holdings112
See how much of PCGYX you already own
PCGYX Mutual Fund
NAV$30.79
Putnam Convertible Securities Fund Class Y
AUM$280M
TER0.76%
Holdings112
See how much of PCGYX you already own
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.