SPFAX Mutual Fund
NAV$30.02
AUM$1.1B
TER1.03%
Holdings38
SPFAX Mutual Fund
NAV$30.02
PGIM Jennison Focused Growth Fund Class A
AUM$1.1B
TER1.03%
Holdings38
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SPFAX Mutual Fund Overlap Analysis
SPFAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
SPFAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 38 holdings, SPFAX may share significant positions with broad-market funds.
SPFAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. SPFAX tax-loss harvesting finds highly correlated but non-identical funds.