PAIRX Mutual Fund
NAV$13.14
AUM$6M
TER0.72%
Holdings26
PAIRX Mutual Fund
NAV$13.14
T. Rowe Price Target 2020 Fund Advisor Cl
AUM$6M
TER0.72%
Holdings26
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PAIRX Mutual Fund Overlap Analysis
PAIRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PAIRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 26 holdings, PAIRX may share significant positions with broad-market funds.
PAIRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PAIRX tax-loss harvesting finds highly correlated but non-identical funds.