PEVAX Mutual Fund Analysis & Holdings | MarketXLS

PEVAX Mutual Fund

NAV$20.14

AUM$11M

TER1.28%

Holdings182

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PEVAX Mutual Fund

NAV$20.14

Pace Small/Medium Co Value Equity Investments Fund Class A

AUM$11M

TER1.28%

Holdings182

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare PEVAX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings PEVAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

PEVAX Mutual Fund Overlap Analysis

PEVAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

PEVAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 182 holdings, PEVAX may share significant positions with broad-market funds.

PEVAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PEVAX tax-loss harvesting finds highly correlated but non-identical funds.