PGORX Mutual Fund
NAV$73.23
AUM$12M
TER1.19%
Holdings50
PGORX Mutual Fund
NAV$73.23
Putnam Large Cap Growth Fund Class R
AUM$12M
TER1.19%
Holdings50
PGORX Mutual Fund Overlap Analysis
PGORX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PGORX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 50 holdings, PGORX may share significant positions with broad-market funds.
PGORX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PGORX tax-loss harvesting finds highly correlated but non-identical funds.