PGPRX Mutual Fund

NAV$28.87

AUM$926,345.08

TER1.16%

Holdings727

PGPRX Mutual Fund

NAV$28.87

George Putnam Balanced Fund Class R

AUM$926,345.08

TER1.16%

Holdings727

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Holdings Overlap Analysis

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

PGPRX Mutual Fund Overlap Analysis

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

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

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