PRGEX Mutual Fund
PRGEX Mutual Fund
NAV$19.14
AUM$16M
TER1.55%
Holdings62
See how much of PRGEX you already own
PRGEX Mutual Fund
NAV$19.14
Pioneer Global Sustainable Equity Fund Class R
AUM$16M
TER1.55%
Holdings62
See how much of PRGEX you already own
PRGEX Mutual Fund Overlap Analysis
PRGEX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PRGEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 62 holdings, PRGEX may share significant positions with broad-market funds.
PRGEX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PRGEX tax-loss harvesting finds highly correlated but non-identical funds.