PGFEX Mutual Fund
PGFEX Mutual Fund
NAV$12.47
AUM$7M
TER0.35%
Holdings15
See how much of PGFEX you already own
PGFEX Mutual Fund
NAV$12.47
PGIM Enhanced Retirement Spending Fund Class R6
AUM$7M
TER0.35%
Holdings15
See how much of PGFEX you already own
PGFEX Mutual Fund Overlap Analysis
PGFEX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PGFEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 15 holdings, PGFEX may share significant positions with broad-market funds.
PGFEX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PGFEX tax-loss harvesting finds highly correlated but non-identical funds.