PAXIX Mutual Fund
PAXIX Mutual Fund
NAV$28.08
AUM$1.1B
TER0.68%
Holdings1,012
See how much of PAXIX you already own
PAXIX Mutual Fund
NAV$28.08
Impax Sustainable Allocation Fund Institutional Class
AUM$1.1B
TER0.68%
Holdings1,012
See how much of PAXIX you already own
PAXIX Mutual Fund Overlap Analysis
PAXIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PAXIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1012 holdings, PAXIX may share significant positions with broad-market funds.
PAXIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PAXIX tax-loss harvesting finds highly correlated but non-identical funds.