PLAEX Mutual Fund

NAV$28.35

AUM$64,653.96

TER1.50%

Holdings30

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PLAEX Mutual Fund

NAV$28.35

Plumb Equity Fund Class A

AUM$64,653.96

TER1.50%

Holdings30

See inside every fund you own

$99/yr 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 PLAEX 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 PLAEX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

PLAEX Mutual Fund Overlap Analysis

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

PLAEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 30 holdings, PLAEX may share significant positions with broad-market funds.

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