PYVSX Mutual Fund
NAV$18.96
AUM$801M
TER0.65%
Holdings88
PYVSX Mutual Fund
NAV$18.96
Payden Equity Income Fund
AUM$801M
TER0.65%
Holdings88
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PYVSX Mutual Fund Overlap Analysis
PYVSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PYVSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 88 holdings, PYVSX may share significant positions with broad-market funds.
PYVSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PYVSX tax-loss harvesting finds highly correlated but non-identical funds.