PGOEX Mutual Fund
PGOEX Mutual Fund
NAV$85.63
TER0.60%
Holdings50
See how much of PGOEX you already own
PGOEX Mutual Fund
NAV$85.63
Putnam Large Cap Growth Fund Class R6
TER0.60%
Holdings50
See how much of PGOEX you already own
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.