PFFSX Mutual Fund
PFFSX Mutual Fund
NAV$15.59
AUM$645M
TER2.28%
Holdings11
See how much of PFFSX you already own
PFFSX Mutual Fund
NAV$15.59
PFG Fidelity Institutional AM Equity Sector Strategy Fund
AUM$645M
TER2.28%
Holdings11
See how much of PFFSX you already own
PFFSX Mutual Fund Overlap Analysis
PFFSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PFFSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 11 holdings, PFFSX may share significant positions with broad-market funds.
PFFSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PFFSX tax-loss harvesting finds highly correlated but non-identical funds.