PGTSX Mutual Fund

NAV$5.29

AUM$11M

TER0.83%

Holdings1,322

PGTSX Mutual Fund

NAV$5.29

PGIM Global Total Return Fund Class R4

AUM$11M

TER0.83%

Holdings1,322

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Holdings Overlap Analysis

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

PGTSX Mutual Fund Overlap Analysis

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

PGTSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1322 holdings, PGTSX may share significant positions with broad-market funds.

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