PGVFX Mutual Fund
PGVFX Mutual Fund
NAV$46.64
AUM$591M
TER0.99%
Holdings86
See how much of PGVFX you already own
PGVFX Mutual Fund
NAV$46.64
Polaris Global Value Fund
AUM$591M
TER0.99%
Holdings86
See how much of PGVFX you already own
PGVFX Mutual Fund Overlap Analysis
PGVFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PGVFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 86 holdings, PGVFX may share significant positions with broad-market funds.
PGVFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PGVFX tax-loss harvesting finds highly correlated but non-identical funds.