PAXWX Mutual Fund
PAXWX Mutual Fund
NAV$27.15
AUM$1.3B
TER0.93%
Holdings1,012
See how much of PAXWX you already own
PAXWX Mutual Fund
NAV$27.15
Impax Sustainable Allocation Fund Investor Class
AUM$1.3B
TER0.93%
Holdings1,012
See how much of PAXWX you already own
PAXWX Mutual Fund Overlap Analysis
PAXWX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PAXWX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1012 holdings, PAXWX may share significant positions with broad-market funds.
PAXWX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PAXWX tax-loss harvesting finds highly correlated but non-identical funds.