PFFSX Mutual Fund

NAV$15.60

AUM$628M

TER2.28%

Holdings11

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PFFSX Mutual Fund

NAV$15.60

PFG Fidelity Institutional AM Equity Sector Strategy Fund

AUM$628M

TER2.28%

Holdings11

See inside every fund you own

$99/yr 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 PFFSX 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 PFFSX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

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.