PFGKX Mutual Fund Holdings Overlap Calculator | MarketXLS

PFGKX Mutual Fund

NAV$36.78

AUM$811M

TER0.65%

Holdings37

See what you own twice

Check PFGKX against your other funds. Free for up to 5.

Check my overlap

PFGKX Mutual Fund

NAV$36.78

Victory Pioneer Fundamental Growth Fund Class R6

AUM$811M

TER0.65%

Holdings37

See what you own twice

Check PFGKX against your other funds. Free for up to 5.

Check my overlap

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

Holdings Overlap Analysis

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

PFGKX Mutual Fund Overlap Analysis

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

PFGKX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 37 holdings, PFGKX may share significant positions with broad-market funds.

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