PLXGX Mutual Fund
PLXGX Mutual Fund
NAV$22.93
AUM$31M
TER0.98%
Holdings31
PLXGX Mutual Fund
NAV$22.93
Virtus KAR Capital Growth Fund I
AUM$31M
TER0.98%
Holdings31
PLXGX Mutual Fund Overlap Analysis
PLXGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PLXGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 31 holdings, PLXGX may share significant positions with broad-market funds.
PLXGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PLXGX tax-loss harvesting finds highly correlated but non-identical funds.