PGEOX Mutual Fund

NAV$29.05

AUM$1.0B

TER0.91%

Holdings727

PGEOX Mutual Fund

NAV$29.05

George Putnam Balanced Fund Class A

AUM$1.0B

TER0.91%

Holdings727

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Holdings Overlap Analysis

Compare PGEOX 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 PGEOX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

PGEOX Mutual Fund Overlap Analysis

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

PGEOX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 727 holdings, PGEOX may share significant positions with broad-market funds.

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