PIRFX Mutual Fund
PIRFX Mutual Fund
NAV$8.23
AUM$3M
TER1.21%
Holdings411
See how much of PIRFX you already own
PIRFX Mutual Fund
NAV$8.23
Invesco Multi Asset Income Fund Class R
AUM$3M
TER1.21%
Holdings411
See how much of PIRFX you already own
PIRFX Mutual Fund Overlap Analysis
PIRFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PIRFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 411 holdings, PIRFX may share significant positions with broad-market funds.
PIRFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PIRFX tax-loss harvesting finds highly correlated but non-identical funds.