PICEX Mutual Fund

NAV$6.66

AUM$3M

TER2.21%

Holdings27

PICEX Mutual Fund

NAV$6.66

Virtus SGA Emerging Markets Equity Fund Class C

AUM$3M

TER2.21%

Holdings27

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Holdings Overlap Analysis

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

PICEX Mutual Fund Overlap Analysis

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

PICEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 27 holdings, PICEX may share significant positions with broad-market funds.

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