PAPPX Mutual Fund
PAPPX Mutual Fund
NAV$31.89
AUM$43M
TER1.26%
Holdings28
See how much of PAPPX you already own
PAPPX Mutual Fund
NAV$31.89
Papp Small & Mid-Cap Growth Fund
AUM$43M
TER1.26%
Holdings28
See how much of PAPPX you already own
PAPPX Mutual Fund Overlap Analysis
PAPPX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PAPPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 28 holdings, PAPPX may share significant positions with broad-market funds.
PAPPX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PAPPX tax-loss harvesting finds highly correlated but non-identical funds.