PGFMX Mutual Fund
PGFMX Mutual Fund
NAV$11.89
AUM$6M
TER0.35%
Holdings14
See how much of PGFMX you already own
PGFMX Mutual Fund
NAV$11.89
PGIM Moderate Retirement Spending Fund Class R6
AUM$6M
TER0.35%
Holdings14
See how much of PGFMX you already own
PGFMX Mutual Fund Overlap Analysis
PGFMX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PGFMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 14 holdings, PGFMX may share significant positions with broad-market funds.
PGFMX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PGFMX tax-loss harvesting finds highly correlated but non-identical funds.