PACLX Mutual Fund
PACLX Mutual Fund
NAV$37.97
AUM$668M
TER0.97%
Holdings217
See how much of PACLX you already own
PACLX Mutual Fund
NAV$37.97
T. Rowe Price Capital Appreciation Fund Advisor Class
AUM$668M
TER0.97%
Holdings217
See how much of PACLX you already own
PACLX Mutual Fund Overlap Analysis
PACLX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PACLX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 217 holdings, PACLX may share significant positions with broad-market funds.
PACLX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PACLX tax-loss harvesting finds highly correlated but non-identical funds.