PACOX Mutual Fund
PACOX Mutual Fund
NAV$75.48
AUM$38M
TER0.83%
Holdings310
See how much of PACOX you already own
PACOX Mutual Fund
NAV$75.48
T. Rowe Price US Equity Research Fund Advisor Class
AUM$38M
TER0.83%
Holdings310
See how much of PACOX you already own
PACOX Mutual Fund Overlap Analysis
PACOX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PACOX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 310 holdings, PACOX may share significant positions with broad-market funds.
PACOX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PACOX tax-loss harvesting finds highly correlated but non-identical funds.