PGEMX Mutual Fund
PGEMX Mutual Fund
NAV$28.68
AUM$69M
TER1.41%
Holdings727
See how much of PGEMX you already own
PGEMX Mutual Fund
NAV$28.68
George Putnam Balanced Fund Class M
AUM$69M
TER1.41%
Holdings727
See how much of PGEMX you already own
PGEMX Mutual Fund Overlap Analysis
PGEMX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PGEMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 727 holdings, PGEMX may share significant positions with broad-market funds.
PGEMX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PGEMX tax-loss harvesting finds highly correlated but non-identical funds.