PARIX Mutual Fund
PARIX Mutual Fund
NAV$14.74
AUM$82M
TER0.74%
Holdings26
PARIX Mutual Fund
NAV$14.74
T. Rowe Price Retirement Balanced Fund Advisor Class
AUM$82M
TER0.74%
Holdings26
PARIX Mutual Fund Overlap Analysis
PARIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PARIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 26 holdings, PARIX may share significant positions with broad-market funds.
PARIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PARIX tax-loss harvesting finds highly correlated but non-identical funds.