PFIOX Mutual Fund

NAV$11.81

AUM$80M

TER2.27%

Holdings11

PFIOX Mutual Fund

NAV$11.81

PFG Invesco Equity Factor Rotation Strategy Fund Class R

AUM$80M

TER2.27%

Holdings11

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Holdings Overlap Analysis

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

PFIOX Mutual Fund Overlap Analysis

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

PFIOX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 11 holdings, PFIOX may share significant positions with broad-market funds.

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