PFTSX Mutual Fund Analysis & Holdings | MarketXLS

PFTSX Mutual Fund

NAV$11.31

AUM$102M

TER3.02%

Holdings9

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PFTSX Mutual Fund

NAV$11.31

PFG Janus Henderson Tactical Income Strategy Fund Class I

AUM$102M

TER3.02%

Holdings9

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

PFTSX Mutual Fund Overlap Analysis

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

PFTSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 9 holdings, PFTSX may share significant positions with broad-market funds.

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