PXQSX Mutual Fund
NAV$24.78
AUM$464M
TER0.99%
Holdings29
PXQSX Mutual Fund
NAV$24.78
Virtus KAR Small-Cap Value Fund Class I
AUM$464M
TER0.99%
Holdings29

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PXQSX Mutual Fund Overlap Analysis
PXQSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PXQSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 29 holdings, PXQSX may share significant positions with broad-market funds.
PXQSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PXQSX tax-loss harvesting finds highly correlated but non-identical funds.