PPAJX Mutual Fund
NAV$24.38
TER0.49%
Holdings168
PPAJX Mutual Fund
NAV$24.38
GMO US Opportunistic Value Fund Class R6
TER0.49%
Holdings168
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PPAJX Mutual Fund Overlap Analysis
PPAJX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PPAJX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 168 holdings, PPAJX may share significant positions with broad-market funds.
PPAJX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PPAJX tax-loss harvesting finds highly correlated but non-identical funds.