PGSBX Mutual Fund

NAV$8.65

AUM$7M

TER1.72%

Holdings10

PGSBX Mutual Fund

NAV$8.65

Putnam Mortgage Securities Fund Class B

AUM$7M

TER1.72%

Holdings10

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Holdings Overlap Analysis

Compare PGSBX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings PGSBX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

PGSBX Mutual Fund Overlap Analysis

PGSBX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

PGSBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 10 holdings, PGSBX may share significant positions with broad-market funds.

PGSBX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PGSBX tax-loss harvesting finds highly correlated but non-identical funds.