PGTYX Mutual Fund

PGTYX Mutual Fund

NAV$118.24
See how much of PGTYX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Holdings Overlap Analysis

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

🔍

Discover Portfolio Overlap

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

PGTYX Mutual Fund Overlap Analysis

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

PGTYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 206 holdings, PGTYX may share significant positions with broad-market funds.

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