PASIX Mutual Fund
PASIX Mutual Fund
NAV$10.37
AUM$3M
TER2.59%
Holdings1,152
See how much of PASIX you already own
PASIX Mutual Fund
NAV$10.37
Pace Alternative Strategies Investments Class A
AUM$3M
TER2.59%
Holdings1,152
See how much of PASIX you already own
PASIX Mutual Fund Overlap Analysis
PASIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PASIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1152 holdings, PASIX may share significant positions with broad-market funds.
PASIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PASIX tax-loss harvesting finds highly correlated but non-identical funds.