POGBX Mutual Fund Analysis & Holdings | MarketXLS

POGBX Mutual Fund

NAV$47.54

TER1.65%

Holdings50

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POGBX Mutual Fund

NAV$47.54

Putnam Large Cap Growth Fund Class B

TER1.65%

Holdings50

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

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

Holdings Overlap Analysis

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

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Discover Portfolio Overlap

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

POGBX Mutual Fund Overlap Analysis

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

POGBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 50 holdings, POGBX may share significant positions with broad-market funds.

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