POLRX Mutual Fund

NAV$31.64

AUM$93M

TER1.22%

Holdings27

POLRX Mutual Fund

NAV$31.64

Polen Growth Fund Investor Class

AUM$93M

TER1.22%

Holdings27

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Holdings Overlap Analysis

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

POLRX Mutual Fund Overlap Analysis

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

POLRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 27 holdings, POLRX may share significant positions with broad-market funds.

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