POGSX Mutual Fund
POGSX Mutual Fund
NAV$102.70
AUM$151M
TER0.95%
Holdings31
See how much of POGSX you already own
POGSX Mutual Fund
NAV$102.70
Pin Oak Equity Fund
AUM$151M
TER0.95%
Holdings31
See how much of POGSX you already own
POGSX Mutual Fund Overlap Analysis
POGSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
POGSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 31 holdings, POGSX may share significant positions with broad-market funds.
POGSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. POGSX tax-loss harvesting finds highly correlated but non-identical funds.