PGTRX Mutual Fund

NAV$96.55

TER1.29%

Holdings115

PGTRX Mutual Fund

NAV$96.55

Putnam Global Technology Fund Class R

TER1.29%

Holdings115

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

Compare With

🔍

Discover Portfolio Overlap

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

PGTRX Mutual Fund Overlap Analysis

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

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

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