PGBOX Mutual Fund

NAV$10.14

AUM$2.1B

TER0.70%

Holdings3,595

PGBOX Mutual Fund

NAV$10.14

JPMorgan Core Bond Fund Class A

AUM$2.1B

TER0.70%

Holdings3,595

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Holdings Overlap Analysis

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

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Discover Portfolio Overlap

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

PGBOX Mutual Fund Overlap Analysis

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

PGBOX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 3595 holdings, PGBOX may share significant positions with broad-market funds.

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