PGIEX Mutual Fund
PGIEX Mutual Fund
NAV$36.87
TER1.83%
Holdings75
PGIEX Mutual Fund
NAV$36.87
Putnam Focused Equity Fund Class C
TER1.83%
Holdings75
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.