PFXAX Mutual Fund

NAV$10.41

AUM$14M

TER1.97%

Holdings1,075

See how much of PFXAX you already own

Just $25 once·$99/mo·Download sample

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PFXAX Mutual Fund

NAV$10.41

PACE Mortgage-Backed Securities Fixed Income Investments Class A

AUM$14M

TER1.97%

Holdings1,075

See how much of PFXAX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

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

Holdings Overlap Analysis

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

PFXAX Mutual Fund Overlap Analysis

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

PFXAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1075 holdings, PFXAX may share significant positions with broad-market funds.

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