PSGIX Mutual Fund Analysis & Holdings | MarketXLS

PSGIX Mutual Fund

NAV$30.03

AUM$466M

TER0.51%

Holdings609

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

PSGIX Mutual Fund

NAV$30.03

BlackRock Advantage Small Cap Growth Fund Institutional Class

AUM$466M

TER0.51%

Holdings609

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare PSGIX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings PSGIX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

PSGIX Mutual Fund Overlap Analysis

PSGIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

PSGIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 609 holdings, PSGIX may share significant positions with broad-market funds.

PSGIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PSGIX tax-loss harvesting finds highly correlated but non-identical funds.