PFSSX Mutual Fund

NAV$14.59

AUM$221M

TER2.08%

Holdings6

PFSSX Mutual Fund

NAV$14.59

PFG US Equity Index Strategy Fund Class R

AUM$221M

TER2.08%

Holdings6

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Holdings Overlap Analysis

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

PFSSX Mutual Fund Overlap Analysis

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

PFSSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 6 holdings, PFSSX may share significant positions with broad-market funds.

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