PFSZX Mutual Fund
PFSZX Mutual Fund
NAV$26.70
AUM$39M
TER1.04%
Holdings34
See how much of PFSZX you already own
PFSZX Mutual Fund
NAV$26.70
PGIM Jennison Financial Services Fund Class Z
AUM$39M
TER1.04%
Holdings34
See how much of PFSZX you already own
PFSZX Mutual Fund Overlap Analysis
PFSZX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PFSZX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 34 holdings, PFSZX may share significant positions with broad-market funds.
PFSZX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PFSZX tax-loss harvesting finds highly correlated but non-identical funds.