PGUCX Mutual Fund

NAV$15.52

AUM$1M

TER2.02%

Holdings53

PGUCX Mutual Fund

NAV$15.52

Virtus Duff & Phelps Global Infrastructure Fund C

AUM$1M

TER2.02%

Holdings53

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Holdings Overlap Analysis

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

PGUCX Mutual Fund Overlap Analysis

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

PGUCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 53 holdings, PGUCX may share significant positions with broad-market funds.

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