PAROX Mutual Fund
PAROX Mutual Fund
NAV$25.72
AUM$444M
TER0.88%
Holdings31
PAROX Mutual Fund
NAV$25.72
T. Rowe Price Retirement 2055 Fund Advisor Class
AUM$444M
TER0.88%
Holdings31
PAROX Mutual Fund Overlap Analysis
PAROX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PAROX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 31 holdings, PAROX may share significant positions with broad-market funds.
PAROX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PAROX tax-loss harvesting finds highly correlated but non-identical funds.