PALLX Mutual Fund Analysis & Holdings | MarketXLS

PALLX Mutual Fund

NAV$12.07

AUM$9M

TER0.54%

Holdings301

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PALLX Mutual Fund

NAV$12.07

Virtus Global Allocation Fund Institutional class

AUM$9M

TER0.54%

Holdings301

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

PALLX Mutual Fund Overlap Analysis

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

PALLX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 301 holdings, PALLX may share significant positions with broad-market funds.

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