PFRMX Mutual Fund

PFRMX Mutual Fund

NAV$9.45
See how much of PFRMX you already own
Just $25 once·$99/mo·Download sample
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Holdings Overlap Analysis

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

PFRMX Mutual Fund Overlap Analysis

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

PFRMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1116 holdings, PFRMX may share significant positions with broad-market funds.

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