PGIPX Mutual Fund
NAV$9.85
AUM$27M
TER0.32%
Holdings244
PGIPX Mutual Fund
NAV$9.85
PGIM ESG Short Duration Multi-Sector Bond Fund Class R6
AUM$27M
TER0.32%
Holdings244
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PGIPX Mutual Fund Overlap Analysis
PGIPX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PGIPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 244 holdings, PGIPX may share significant positions with broad-market funds.
PGIPX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PGIPX tax-loss harvesting finds highly correlated but non-identical funds.