PGVCX Mutual Fund
PGVCX Mutual Fund
NAV$7.78
TER1.67%
Holdings458
See how much of PGVCX you already own
PGVCX Mutual Fund
NAV$7.78
Putnam Mortgage Securities Fund Class C
TER1.67%
Holdings458
See how much of PGVCX you already own
PGVCX Mutual Fund Overlap Analysis
PGVCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PGVCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 458 holdings, PGVCX may share significant positions with broad-market funds.
PGVCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PGVCX tax-loss harvesting finds highly correlated but non-identical funds.