PSVIX Mutual Fund
NAV$18.08
AUM$55M
TER0.82%
Holdings80
PSVIX Mutual Fund
NAV$18.08
Virtus NFJ Small-Cap Value Fund Institutional Class
AUM$55M
TER0.82%
Holdings80

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PSVIX Mutual Fund Overlap Analysis
PSVIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PSVIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 80 holdings, PSVIX may share significant positions with broad-market funds.
PSVIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PSVIX tax-loss harvesting finds highly correlated but non-identical funds.