PMADX Mutual Fund

NAV$14.93

AUM$16M

TER0.86%

Holdings22

PMADX Mutual Fund

NAV$14.93

Aristotle Portfolio Optimization Growth Fund Class I2

AUM$16M

TER0.86%

Holdings22

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Holdings Overlap Analysis

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

PMADX Mutual Fund Overlap Analysis

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

PMADX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 22 holdings, PMADX may share significant positions with broad-market funds.

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