PGEYX Mutual Fund
PGEYX Mutual Fund
NAV$29.68
AUM$89M
TER0.66%
Holdings727
See how much of PGEYX you already own
PGEYX Mutual Fund
NAV$29.68
George Putnam Balanced Fund Class Y
AUM$89M
TER0.66%
Holdings727
See how much of PGEYX you already own
PGEYX Mutual Fund Overlap Analysis
PGEYX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PGEYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 727 holdings, PGEYX may share significant positions with broad-market funds.
PGEYX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PGEYX tax-loss harvesting finds highly correlated but non-identical funds.