PASYX Mutual Fund Analysis & Holdings | MarketXLS

PASYX Mutual Fund

NAV$11.32

AUM$305,585.24

TER2.51%

Holdings1,152

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PASYX Mutual Fund

NAV$11.32

Pace Alternative Strategies Investments Class Y

AUM$305,585.24

TER2.51%

Holdings1,152

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare PASYX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings PASYX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

PASYX Mutual Fund Overlap Analysis

PASYX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

PASYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1152 holdings, PASYX may share significant positions with broad-market funds.

PASYX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PASYX tax-loss harvesting finds highly correlated but non-identical funds.