PESAX Mutual Fund Similar Funds | MarketXLS

PESAX Mutual Fund

NAV$20.58

AUM$4M

TER1.58%

Holdings882

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PESAX Mutual Fund

NAV$20.58

Principal LargeCap Value Fund III Class R-1

AUM$4M

TER1.58%

Holdings882

See how much of PESAX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

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PESAX Mutual Fund Similar Funds

PESAX similar mutual funds include funds with comparable holdings, sector exposure, and investment objectives. Related funds include SWLVX, ABCCX, NOLVX, IVIPX, LSVEX.

PESAX alternatives help with portfolio diversification and cost optimization. PESAX overlap shows shared holdings with similar funds. PESAX tax-loss harvesting finds correlated substitutes.