PACOX Mutual Fund

NAV$73.66

AUM$38M

TER0.83%

Holdings310

PACOX Mutual Fund

NAV$73.66

T. Rowe Price US Equity Research Fund Advisor Class

AUM$38M

TER0.83%

Holdings310

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Holdings Overlap Analysis

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

PACOX Mutual Fund Overlap Analysis

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

PACOX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 310 holdings, PACOX may share significant positions with broad-market funds.

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