PSFRX Mutual Fund

NAV$8.42

AUM$39M

TER0.95%

Holdings281

PSFRX Mutual Fund

NAV$8.42

Virtus Newfleet Senior Floating Rate Fund A

AUM$39M

TER0.95%

Holdings281

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Holdings Overlap Analysis

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

PSFRX Mutual Fund Overlap Analysis

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

PSFRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 281 holdings, PSFRX may share significant positions with broad-market funds.

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