PFSVX Mutual Fund

NAV$16.20

TER1.22%

Holdings66

PFSVX Mutual Fund

NAV$16.20

iMGP Small Company Fund Institutional Class

TER1.22%

Holdings66

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Holdings Overlap Analysis

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

PFSVX Mutual Fund Overlap Analysis

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

PFSVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 66 holdings, PFSVX may share significant positions with broad-market funds.

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