PGSGX Mutual Fund
PGSGX Mutual Fund
NAV$21.88
AUM$332M
TER1.24%
Holdings131
See how much of PGSGX you already own
PGSGX Mutual Fund
NAV$21.88
JPMorgan Small Cap Growth Fund Class A
AUM$332M
TER1.24%
Holdings131
See how much of PGSGX you already own
PGSGX Mutual Fund Overlap Analysis
PGSGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PGSGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 131 holdings, PGSGX may share significant positions with broad-market funds.
PGSGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PGSGX tax-loss harvesting finds highly correlated but non-identical funds.