PAAQX Mutual Fund Analysis & Holdings | MarketXLS

PAAQX Mutual Fund

NAV$16.77

AUM$9,917.51

TER0.63%

Holdings71

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PAAQX Mutual Fund

NAV$16.77

Invesco Active Allocation Fund Class R6

AUM$9,917.51

TER0.63%

Holdings71

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare PAAQX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings PAAQX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

PAAQX Mutual Fund Overlap Analysis

PAAQX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

PAAQX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 71 holdings, PAAQX may share significant positions with broad-market funds.

PAAQX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PAAQX tax-loss harvesting finds highly correlated but non-identical funds.