PFESX Mutual Fund Analysis & Holdings | MarketXLS

PFESX Mutual Fund

NAV$19.27

AUM$506M

TER2.10%

Holdings14

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PFESX Mutual Fund

NAV$19.27

PFG BR Target Allocation Equity Strategy Fund Class R

AUM$506M

TER2.10%

Holdings14

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 PFESX 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 PFESX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

PFESX Mutual Fund Overlap Analysis

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

PFESX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 14 holdings, PFESX may share significant positions with broad-market funds.

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