PASUX Mutual Fund
NAV$16.68
AUM$6M
TER0.89%
Holdings21
PASUX Mutual Fund
NAV$16.68
T. Rowe Price Retirement 2065 Fund Class Advisor
AUM$6M
TER0.89%
Holdings21
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PASUX Mutual Fund Overlap Analysis
PASUX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PASUX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 21 holdings, PASUX may share significant positions with broad-market funds.
PASUX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PASUX tax-loss harvesting finds highly correlated but non-identical funds.