POGCX Mutual Fund
POGCX Mutual Fund
NAV$57.85
AUM$158M
TER1.69%
Holdings50
POGCX Mutual Fund
NAV$57.85
Putnam Large Cap Growth Fund Class C
AUM$158M
TER1.69%
Holdings50
POGCX Mutual Fund Overlap Analysis
POGCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
POGCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 50 holdings, POGCX may share significant positions with broad-market funds.
POGCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. POGCX tax-loss harvesting finds highly correlated but non-identical funds.