PFUNX Mutual Fund

PFUNX Mutual Fund

NAV$7.59
See how much of PFUNX you already own
Just $25 once·$69/mo·Download sample
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Holdings Overlap Analysis

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

PFUNX Mutual Fund Overlap Analysis

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

PFUNX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1664 holdings, PFUNX may share significant positions with broad-market funds.

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