PSGAX Mutual Fund
PSGAX Mutual Fund
NAV$16.29
AUM$161M
TER1.39%
Holdings28
See how much of PSGAX you already own
PSGAX Mutual Fund
NAV$16.29
Virtus KAR Small-Cap Growth Fund A
AUM$161M
TER1.39%
Holdings28
See how much of PSGAX you already own
PSGAX Mutual Fund Overlap Analysis
PSGAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PSGAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 28 holdings, PSGAX may share significant positions with broad-market funds.
PSGAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PSGAX tax-loss harvesting finds highly correlated but non-identical funds.