PAWAX Mutual Fund
PAWAX Mutual Fund
NAV$76.12
AUM$147M
TER1.05%
Holdings100
See how much of PAWAX you already own
PAWAX Mutual Fund
NAV$76.12
T. Rowe Price All-Cap Opportunities Fund Advisor Class
AUM$147M
TER1.05%
Holdings100
See how much of PAWAX you already own
PAWAX Mutual Fund Overlap Analysis
PAWAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PAWAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 100 holdings, PAWAX may share significant positions with broad-market funds.
PAWAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PAWAX tax-loss harvesting finds highly correlated but non-identical funds.