PAPIX Mutual Fund Analysis & Holdings | MarketXLS

PAPIX Mutual Fund

NAV$10.29

AUM$2M

TER1.75%

Holdings36

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PAPIX Mutual Fund

NAV$10.29

Princeton Adaptive Premium Fund Class I

AUM$2M

TER1.75%

Holdings36

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

PAPIX Mutual Fund Overlap Analysis

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

PAPIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 36 holdings, PAPIX may share significant positions with broad-market funds.

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