PGIEX Mutual Fund
PGIEX Mutual Fund
NAV$36.26
TER1.83%
Holdings75
See how much of PGIEX you already own
PGIEX Mutual Fund
NAV$36.26
Putnam Focused Equity Fund Class C
TER1.83%
Holdings75
See how much of PGIEX you already own
PGIEX Mutual Fund Overlap Analysis
PGIEX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PGIEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 75 holdings, PGIEX may share significant positions with broad-market funds.
PGIEX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PGIEX tax-loss harvesting finds highly correlated but non-identical funds.