PARGX Mutual Fund
PARGX Mutual Fund
NAV$13.33
AUM$32M
TER0.74%
Holdings26
PARGX Mutual Fund
NAV$13.33
T. Rowe Price Retirement 2005 Fund Advisor Class
AUM$32M
TER0.74%
Holdings26
PARGX Mutual Fund Overlap Analysis
PARGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PARGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 26 holdings, PARGX may share significant positions with broad-market funds.
PARGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PARGX tax-loss harvesting finds highly correlated but non-identical funds.