PAIWX Mutual Fund Holdings Overlap Calculator | MarketXLS

PAIWX Mutual Fund

NAV$8.12

AUM$256,943.6

TER0.77%

Holdings267

See what you own twice

Check PAIWX against your other funds. Free for up to 5.

Check my overlap

PAIWX Mutual Fund

NAV$8.12

PGIM ESG Total Return Bond Fund Class A

AUM$256,943.6

TER0.77%

Holdings267

See what you own twice

Check PAIWX against your other funds. Free for up to 5.

Check my overlap

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Holdings Overlap Analysis

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

PAIWX Mutual Fund Overlap Analysis

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

PAIWX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 267 holdings, PAIWX may share significant positions with broad-market funds.

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