PFGGX Mutual Fund
PFGGX Mutual Fund
NAV$14.99
AUM$1.3B
TER2.33%
Holdings8
See how much of PFGGX you already own
PFGGX Mutual Fund
NAV$14.99
PFG American Funds Capital Appreciation Strategy Fund Class R Shares
AUM$1.3B
TER2.33%
Holdings8
See how much of PFGGX you already own
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.