PKSAX Mutual Fund
PKSAX Mutual Fund
NAV$47.29
AUM$190M
TER1.29%
Holdings27
See how much of PKSAX you already own
PKSAX Mutual Fund
NAV$47.29
Virtus KAR Small-Cap Core Fund A
AUM$190M
TER1.29%
Holdings27
See how much of PKSAX you already own
PKSAX Mutual Fund Overlap Analysis
PKSAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PKSAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 27 holdings, PKSAX may share significant positions with broad-market funds.
PKSAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PKSAX tax-loss harvesting finds highly correlated but non-identical funds.