PTGAX Mutual Fund

PTGAX Mutual Fund

NAV$7.55
See how much of PTGAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Holdings Overlap Analysis

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

🔍

Discover Portfolio Overlap

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

PTGAX Mutual Fund Overlap Analysis

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

PTGAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1025 holdings, PTGAX may share significant positions with broad-market funds.

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