PAGEX Mutual Fund Analysis & Holdings | MarketXLS

PAGEX Mutual Fund

NAV$18.77

AUM$4M

TER1.15%

Holdings55

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PAGEX Mutual Fund

NAV$18.77

T. Rowe Price Global Real Estate Fund Advisor Class

AUM$4M

TER1.15%

Holdings55

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 PAGEX 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 PAGEX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

PAGEX Mutual Fund Overlap Analysis

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

PAGEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 55 holdings, PAGEX may share significant positions with broad-market funds.

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