PGPCX Mutual Fund

NAV$28.30

AUM$53M

TER1.66%

Holdings727

PGPCX Mutual Fund

NAV$28.30

George Putnam Balanced Fund Class C

AUM$53M

TER1.66%

Holdings727

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

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

PGPCX Mutual Fund Overlap Analysis

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

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

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