PFXYX Mutual Fund Holdings Overlap Calculator | MarketXLS

PFXYX Mutual Fund

NAV$10.13

AUM$6M

TER0.72%

Holdings1,075

See what you own twice

Check PFXYX against your other funds. Free for up to 5.

Check my overlap

PFXYX Mutual Fund

NAV$10.13

PACE Mortgage-Backed Securities Fixed Income Investments Class Y

AUM$6M

TER0.72%

Holdings1,075

See what you own twice

Check PFXYX against your other funds. Free for up to 5.

Check my overlap

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

Holdings Overlap Analysis

Compare PFXYX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings PFXYX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

PFXYX Mutual Fund Overlap Analysis

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

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

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