PCGAX Mutual Fund
NAV$11.06
AUM$145M
TER0.95%
Holdings68
PCGAX Mutual Fund
NAV$11.06
PGIM Income Builder Fund Class A
AUM$145M
TER0.95%
Holdings68

✓All holdings
✓Overlap Analysis
✓Mutual Fund Screener
✓Compare Mutual Funds
PCGAX Mutual Fund Overlap Analysis
PCGAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PCGAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 68 holdings, PCGAX may share significant positions with broad-market funds.
PCGAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PCGAX tax-loss harvesting finds highly correlated but non-identical funds.