PGTDX Mutual Fund

NAV$82.51

AUM$39M

TER1.79%

Holdings115

PGTDX Mutual Fund

NAV$82.51

Putnam Global Technology Fund Class C

AUM$39M

TER1.79%

Holdings115

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Holdings Overlap Analysis

Compare PGTDX 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 PGTDX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

PGTDX Mutual Fund Overlap Analysis

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

PGTDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 115 holdings, PGTDX may share significant positions with broad-market funds.

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