PGWFX Mutual Fund

NAV$29.13

TER0.55%

Holdings8

PGWFX Mutual Fund

NAV$29.13

American Funds Global Growth Portfolio Class F-2

TER0.55%

Holdings8

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Holdings Overlap Analysis

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

PGWFX Mutual Fund Overlap Analysis

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

PGWFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 8 holdings, PGWFX may share significant positions with broad-market funds.

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