PGELX Mutual Fund
PGELX Mutual Fund
NAV$29.83
AUM$15,419.8
TER0.69%
Holdings727
See how much of PGELX you already own
PGELX Mutual Fund
NAV$29.83
George Putnam Balanced Fund Class R5
AUM$15,419.8
TER0.69%
Holdings727
See how much of PGELX you already own
PGELX Mutual Fund Overlap Analysis
PGELX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PGELX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 727 holdings, PGELX may share significant positions with broad-market funds.
PGELX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PGELX tax-loss harvesting finds highly correlated but non-identical funds.