PRGEX Mutual Fund

NAV$19.14

AUM$16M

TER1.55%

Holdings62

PRGEX Mutual Fund

NAV$19.14

Pioneer Global Sustainable Equity Fund Class R

AUM$16M

TER1.55%

Holdings62

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Holdings Overlap Analysis

Compare PRGEX 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 PRGEX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

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.