PSGRX Mutual Fund
PSGRX Mutual Fund
NAV$85.92
AUM$13M
TER1.42%
Holdings98
See how much of PSGRX you already own
PSGRX Mutual Fund
NAV$85.92
Putnam Small Cap Growth Fund Class R
AUM$13M
TER1.42%
Holdings98
See how much of PSGRX you already own
PSGRX Mutual Fund Overlap Analysis
PSGRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PSGRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 98 holdings, PSGRX may share significant positions with broad-market funds.
PSGRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PSGRX tax-loss harvesting finds highly correlated but non-identical funds.