PGIRX Mutual Fund
PGIRX Mutual Fund
NAV$20.90
AUM$7M
TER1.26%
Holdings32
See how much of PGIRX you already own
PGIRX Mutual Fund
NAV$20.90
Polen Global Growth Fund Investor Class
AUM$7M
TER1.26%
Holdings32
See how much of PGIRX you already own
PGIRX Mutual Fund Overlap Analysis
PGIRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PGIRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 32 holdings, PGIRX may share significant positions with broad-market funds.
PGIRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PGIRX tax-loss harvesting finds highly correlated but non-identical funds.