PGFMX Mutual Fund

NAV$11.81

AUM$6M

TER0.35%

Holdings14

PGFMX Mutual Fund

NAV$11.81

PGIM Moderate Retirement Spending Fund Class R6

AUM$6M

TER0.35%

Holdings14

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Holdings Overlap Analysis

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

PGFMX Mutual Fund Overlap Analysis

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

PGFMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 14 holdings, PGFMX may share significant positions with broad-market funds.

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