PGLBX Mutual Fund
PGLBX Mutual Fund
NAV$10.24
TER1.68%
Holdings840
PGLBX Mutual Fund
NAV$10.24
Putnam Global Income Trust Class B
TER1.68%
Holdings840
PGLBX Mutual Fund Overlap Analysis
PGLBX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PGLBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 840 holdings, PGLBX may share significant positions with broad-market funds.
PGLBX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PGLBX tax-loss harvesting finds highly correlated but non-identical funds.