SPFZX Mutual Fund
NAV$34.59
AUM$398M
TER0.75%
Holdings38
SPFZX Mutual Fund
NAV$34.59
PGIM Jennison Focused Growth Fund Class Z
AUM$398M
TER0.75%
Holdings38
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SPFZX Mutual Fund Overlap Analysis
SPFZX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
SPFZX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 38 holdings, SPFZX may share significant positions with broad-market funds.
SPFZX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. SPFZX tax-loss harvesting finds highly correlated but non-identical funds.