PGBRX Mutual Fund
PGBRX Mutual Fund
NAV$9.90
AUM$2M
TER1.15%
Holdings840
See how much of PGBRX you already own
PGBRX Mutual Fund
NAV$9.90
Putnam Global Income Trust Class R
AUM$2M
TER1.15%
Holdings840
See how much of PGBRX you already own
PGBRX Mutual Fund Overlap Analysis
PGBRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PGBRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 840 holdings, PGBRX may share significant positions with broad-market funds.
PGBRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PGBRX tax-loss harvesting finds highly correlated but non-identical funds.