PGIRX Mutual Fund
NAV$20.89
AUM$7M
TER1.26%
Holdings32
PGIRX Mutual Fund
NAV$20.89
Polen Global Growth Fund Investor Class
AUM$7M
TER1.26%
Holdings32
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.