PMADX Mutual Fund
PMADX Mutual Fund
NAV$14.90
AUM$16M
TER0.89%
Holdings22
See how much of PMADX you already own
PMADX Mutual Fund
NAV$14.90
Aristotle Multi-Asset Growth and Income Fund Class I2
AUM$16M
TER0.89%
Holdings22
See how much of PMADX you already own
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.