PAXLX Mutual Fund
PAXLX Mutual Fund
NAV$11.27
AUM$35M
TER0.98%
Holdings42
See how much of PAXLX you already own
PAXLX Mutual Fund
NAV$11.27
Impax Large Cap Fund Investor Class
AUM$35M
TER0.98%
Holdings42
See how much of PAXLX you already own
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.