PFSGX Mutual Fund Analysis & Holdings | MarketXLS

PFSGX Mutual Fund

NAV$14.21

AUM$116M

TER2.07%

Holdings8

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PFSGX Mutual Fund

NAV$14.21

PFG Global Equity Index Strategy Fund Class R

AUM$116M

TER2.07%

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

PFSGX Mutual Fund Overlap Analysis

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

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

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