PGOEX Mutual Fund
PGOEX Mutual Fund
NAV$87.34
TER0.60%
Holdings50
PGOEX Mutual Fund
NAV$87.34
Putnam Large Cap Growth Fund Class R6
TER0.60%
Holdings50
PGOEX Mutual Fund Overlap Analysis
PGOEX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PGOEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 50 holdings, PGOEX may share significant positions with broad-market funds.
PGOEX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PGOEX tax-loss harvesting finds highly correlated but non-identical funds.