PAFDX Mutual Fund
PAFDX Mutual Fund
NAV$44.75
AUM$154M
TER0.98%
Holdings126
See how much of PAFDX you already own
PAFDX Mutual Fund
NAV$44.75
T. Rowe Price Equity Income Fund Advisor Class
AUM$154M
TER0.98%
Holdings126
See how much of PAFDX you already own
PAFDX Mutual Fund Overlap Analysis
PAFDX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PAFDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 126 holdings, PAFDX may share significant positions with broad-market funds.
PAFDX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PAFDX tax-loss harvesting finds highly correlated but non-identical funds.