PGOAX Mutual Fund Holdings Overlap Calculator | MarketXLS

PGOAX Mutual Fund

NAV$24.73

AUM$460M

TER1.12%

Holdings119

See what you own twice

Check PGOAX against your other funds. Free for up to 5.

Check my overlap

PGOAX Mutual Fund

NAV$24.73

PGIM Jennison Small Company Fund Class A

AUM$460M

TER1.12%

Holdings119

See what you own twice

Check PGOAX against your other funds. Free for up to 5.

Check my overlap

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Holdings Overlap Analysis

Compare PGOAX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings PGOAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

PGOAX Mutual Fund Overlap Analysis

PGOAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

PGOAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 119 holdings, PGOAX may share significant positions with broad-market funds.

PGOAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PGOAX tax-loss harvesting finds highly correlated but non-identical funds.