PGVRX Mutual Fund
PGVRX Mutual Fund
NAV$7.75
TER1.17%
Holdings458
See how much of PGVRX you already own
PGVRX Mutual Fund
NAV$7.75
Putnam Mortgage Securities Fund Class R
TER1.17%
Holdings458
See how much of PGVRX you already own
PGVRX Mutual Fund Overlap Analysis
PGVRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PGVRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 458 holdings, PGVRX may share significant positions with broad-market funds.
PGVRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PGVRX tax-loss harvesting finds highly correlated but non-identical funds.