PGSIX Mutual Fund
PGSIX Mutual Fund
NAV$7.91
AUM$782M
TER0.92%
Holdings458
See how much of PGSIX you already own
PGSIX Mutual Fund
NAV$7.91
Putnam Mortgage Securities Fund Class A
AUM$782M
TER0.92%
Holdings458
See how much of PGSIX you already own
PGSIX Mutual Fund Overlap Analysis
PGSIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PGSIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 458 holdings, PGSIX may share significant positions with broad-market funds.
PGSIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PGSIX tax-loss harvesting finds highly correlated but non-identical funds.