PASSX Mutual Fund
NAV$64.88
AUM$61M
TER1.15%
Holdings293
PASSX Mutual Fund
NAV$64.88
T. Rowe Price Small Cap Stock Fund, Inc Advisor Class
AUM$61M
TER1.15%
Holdings293
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PASSX Mutual Fund Overlap Analysis
PASSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PASSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 293 holdings, PASSX may share significant positions with broad-market funds.
PASSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PASSX tax-loss harvesting finds highly correlated but non-identical funds.