PGIOX Mutual Fund
PGIOX Mutual Fund
NAV$40.65
AUM$271,462.14
TER1.33%
Holdings75
See how much of PGIOX you already own
PGIOX Mutual Fund
NAV$40.65
Putnam Focused Equity Fund Class R
AUM$271,462.14
TER1.33%
Holdings75
See how much of PGIOX you already own
PGIOX Mutual Fund Overlap Analysis
PGIOX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PGIOX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 75 holdings, PGIOX may share significant positions with broad-market funds.
PGIOX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PGIOX tax-loss harvesting finds highly correlated but non-identical funds.