PAPPX Mutual Fund

NAV$32.64

AUM$42M

TER1.26%

Holdings28

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PAPPX Mutual Fund

NAV$32.64

Papp Small & Mid-Cap Growth Fund

AUM$42M

TER1.26%

Holdings28

See inside every fund you own

$99/yr 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 PAPPX 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 PAPPX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

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.