PGROX Mutual Fund
NAV$68.36
AUM$581M
TER1.11%
Holdings46
PGROX Mutual Fund
NAV$68.36
BNY Mellon Worldwide Growth Fund Inc Class A
AUM$581M
TER1.11%
Holdings46
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PGROX Mutual Fund Overlap Analysis
PGROX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PGROX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 46 holdings, PGROX may share significant positions with broad-market funds.
PGROX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PGROX tax-loss harvesting finds highly correlated but non-identical funds.