PGIAX Mutual Fund
PGIAX Mutual Fund
NAV$42.58
TER1.08%
Holdings75
PGIAX Mutual Fund
NAV$42.58
Putnam Focused Equity Fund Class A
TER1.08%
Holdings75
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.