PGILX Mutual Fund
PGILX Mutual Fund
NAV$43.32
AUM$34M
TER0.83%
Holdings75
See how much of PGILX you already own
PGILX Mutual Fund
NAV$43.32
Putnam Focused Equity Fund Class Y
AUM$34M
TER0.83%
Holdings75
See how much of PGILX you already own
PGILX Mutual Fund Overlap Analysis
PGILX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PGILX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 75 holdings, PGILX may share significant positions with broad-market funds.
PGILX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PGILX tax-loss harvesting finds highly correlated but non-identical funds.