PLXGX Mutual Fund
PLXGX Mutual Fund
NAV$21.77
AUM$31M
TER0.98%
Holdings31
See how much of PLXGX you already own
PLXGX Mutual Fund
NAV$21.77
Virtus KAR Capital Growth Fund I
AUM$31M
TER0.98%
Holdings31
See how much of PLXGX you already own
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.