PAXLX Mutual Fund
PAXLX Mutual Fund
NAV$11.73
AUM$34M
TER0.98%
Holdings42
PAXLX Mutual Fund
NAV$11.73
Impax Large Cap Fund Investor Class
AUM$34M
TER0.98%
Holdings42
PAXLX Mutual Fund Overlap Analysis
PAXLX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PAXLX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 42 holdings, PAXLX may share significant positions with broad-market funds.
PAXLX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PAXLX tax-loss harvesting finds highly correlated but non-identical funds.