PGIIX Mutual Fund
PGIIX Mutual Fund
NAV$21.67
AUM$107M
TER1.01%
Holdings32
See how much of PGIIX you already own
PGIIX Mutual Fund
NAV$21.67
Polen Global Growth Fund Institutional Class
AUM$107M
TER1.01%
Holdings32
See how much of PGIIX you already own
PGIIX Mutual Fund Overlap Analysis
PGIIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PGIIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 32 holdings, PGIIX may share significant positions with broad-market funds.
PGIIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PGIIX tax-loss harvesting finds highly correlated but non-identical funds.