PLUSX Mutual Fund

NAV$8.54

AUM$15M

TER0.99%

Holdings31

PLUSX Mutual Fund

NAV$8.54

DWS Multi-Asset Moderate Allocation Fund Class A

AUM$15M

TER0.99%

Holdings31

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Holdings Overlap Analysis

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

PLUSX Mutual Fund Overlap Analysis

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

PLUSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 31 holdings, PLUSX may share significant positions with broad-market funds.

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