PFSAX Mutual Fund
PFSAX Mutual Fund
NAV$25.71
AUM$108M
TER1.31%
Holdings34
See how much of PFSAX you already own
PFSAX Mutual Fund
NAV$25.71
PGIM Jennison Financial Services Fund Class A
AUM$108M
TER1.31%
Holdings34
See how much of PFSAX you already own
PFSAX Mutual Fund Overlap Analysis
PFSAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PFSAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 34 holdings, PFSAX may share significant positions with broad-market funds.
PFSAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PFSAX tax-loss harvesting finds highly correlated but non-identical funds.