PGELX Mutual Fund

NAV$30.01

AUM$15,419.8

TER0.69%

Holdings727

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PGELX Mutual Fund

NAV$30.01

George Putnam Balanced Fund Class R5

AUM$15,419.8

TER0.69%

Holdings727

See inside every fund you own

$99/yr 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 PGELX 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 PGELX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

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.