PGPRX Mutual Fund
PGPRX Mutual Fund
NAV$28.83
AUM$926,345.08
TER1.16%
Holdings727
See how much of PGPRX you already own
PGPRX Mutual Fund
NAV$28.83
George Putnam Balanced Fund Class R
AUM$926,345.08
TER1.16%
Holdings727
See how much of PGPRX you already own
PGPRX Mutual Fund Overlap Analysis
PGPRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PGPRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 727 holdings, PGPRX may share significant positions with broad-market funds.
PGPRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PGPRX tax-loss harvesting finds highly correlated but non-identical funds.