PGPCX Mutual Fund
PGPCX Mutual Fund
NAV$28.77
AUM$53M
TER1.66%
Holdings727
See how much of PGPCX you already own
PGPCX Mutual Fund
NAV$28.77
George Putnam Balanced Fund Class C
AUM$53M
TER1.66%
Holdings727
See how much of PGPCX you already own
PGPCX Mutual Fund Overlap Analysis
PGPCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PGPCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 727 holdings, PGPCX may share significant positions with broad-market funds.
PGPCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PGPCX tax-loss harvesting finds highly correlated but non-identical funds.