PGEOX Mutual Fund
PGEOX Mutual Fund
NAV$29.23
AUM$1.0B
TER0.91%
Holdings727
See how much of PGEOX you already own
PGEOX Mutual Fund
NAV$29.23
George Putnam Balanced Fund Class A
AUM$1.0B
TER0.91%
Holdings727
See how much of PGEOX you already own
PGEOX Mutual Fund Overlap Analysis
PGEOX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PGEOX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 727 holdings, PGEOX may share significant positions with broad-market funds.
PGEOX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PGEOX tax-loss harvesting finds highly correlated but non-identical funds.