PFFFX Mutual Fund Analysis & Holdings | MarketXLS

PFFFX Mutual Fund

NAV$18.26

AUM$706M

TER1.98%

Holdings5

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PFFFX Mutual Fund

NAV$18.26

PFG Fidelity Institutional AM Equity Index Strategy Fund Class R

AUM$706M

TER1.98%

Holdings5

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

PFFFX Mutual Fund Overlap Analysis

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

PFFFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 5 holdings, PFFFX may share significant positions with broad-market funds.

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