PFXAX Mutual Fund

NAV$10.47

AUM$14M

TER1.97%

Holdings1,075

PFXAX Mutual Fund

NAV$10.47

PACE Mortgage-Backed Securities Fixed Income Investments Class A

AUM$14M

TER1.97%

Holdings1,075

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Holdings Overlap Analysis

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

PFXAX Mutual Fund Overlap Analysis

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

PFXAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1075 holdings, PFXAX may share significant positions with broad-market funds.

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