PFGGX Mutual Fund Holdings Overlap Calculator | MarketXLS

PFGGX Mutual Fund

NAV$15.10

AUM$1.3B

TER2.33%

Holdings8

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PFGGX Mutual Fund

NAV$15.10

PFG American Funds Growth Strategy Fund Class R Shares

AUM$1.3B

TER2.33%

Holdings8

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

PFGGX Mutual Fund Overlap Analysis

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

PFGGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 8 holdings, PFGGX may share significant positions with broad-market funds.

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