PFSMX Mutual Fund

NAV$10.03

AUM$107M

TER2.49%

Holdings17

PFSMX Mutual Fund

NAV$10.03

PFG MFS Aggressive Growth Strategy Fund

AUM$107M

TER2.49%

Holdings17

See inside every mutual fund you own

$49$29/moFirst 500. Cancel anytime.

Claim $29/mo

Holdings Overlap Analysis

Compare PFSMX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings PFSMX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

PFSMX Mutual Fund Overlap Analysis

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

PFSMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 17 holdings, PFSMX may share significant positions with broad-market funds.

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