PGIAX Mutual Fund
PGIAX Mutual Fund
NAV$42.03
TER1.08%
Holdings75
See how much of PGIAX you already own
PGIAX Mutual Fund
NAV$42.03
Putnam Focused Equity Fund Class A
TER1.08%
Holdings75
See how much of PGIAX you already own
PGIAX Mutual Fund Overlap Analysis
PGIAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PGIAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 75 holdings, PGIAX may share significant positions with broad-market funds.
PGIAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PGIAX tax-loss harvesting finds highly correlated but non-identical funds.