PWGIX Mutual Fund

NAV$30.84

AUM$850M

TER0.45%

Holdings135

PWGIX Mutual Fund

NAV$30.84

Impax US Sustainable Economy Fund Institutional Class

AUM$850M

TER0.45%

Holdings135

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Holdings Overlap Analysis

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

PWGIX Mutual Fund Overlap Analysis

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

PWGIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 135 holdings, PWGIX may share significant positions with broad-market funds.

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