PGFEX Mutual Fund

NAV$12.59

AUM$7M

TER0.35%

Holdings15

PGFEX Mutual Fund

NAV$12.59

PGIM Enhanced Retirement Spending Fund Class R6

AUM$7M

TER0.35%

Holdings15

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

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

Compare With

🔍

Discover Portfolio Overlap

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

PGFEX Mutual Fund Overlap Analysis

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

PGFEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 15 holdings, PGFEX may share significant positions with broad-market funds.

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