PGEJX Mutual Fund
PGEJX Mutual Fund
NAV$29.44
TER0.60%
Holdings727
See how much of PGEJX you already own
PGEJX Mutual Fund
NAV$29.44
George Putnam Balanced Fund Class R6
TER0.60%
Holdings727
See how much of PGEJX you already own
PGEJX Mutual Fund Overlap Analysis
PGEJX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PGEJX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 727 holdings, PGEJX may share significant positions with broad-market funds.
PGEJX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PGEJX tax-loss harvesting finds highly correlated but non-identical funds.