PLAAX Mutual Fund Analysis & Holdings | MarketXLS

PLAAX Mutual Fund

NAV$13.56

AUM$37M

TER1.13%

Holdings126

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PLAAX Mutual Fund

NAV$13.56

PACE Large Company Growth Equity Investments Class A

AUM$37M

TER1.13%

Holdings126

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

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

Holdings Overlap Analysis

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

PLAAX Mutual Fund Overlap Analysis

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

PLAAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 126 holdings, PLAAX may share significant positions with broad-market funds.

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