POSAX Mutual Fund Analysis & Holdings | MarketXLS

POSAX Mutual Fund

NAV$9.57

AUM$50M

TER1.36%

Holdings76

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POSAX Mutual Fund

NAV$9.57

Principal Global Real Estate Securities Fund Class A

AUM$50M

TER1.36%

Holdings76

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

POSAX Mutual Fund Overlap Analysis

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

POSAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 76 holdings, POSAX may share significant positions with broad-market funds.

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