POSIX Mutual Fund

NAV$10.42

AUM$1.1B

TER0.94%

Holdings76

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POSIX Mutual Fund

NAV$10.42

Principal Global Real Estate Securities Fund Institutional Class

AUM$1.1B

TER0.94%

Holdings76

See how much of POSIX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

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

Holdings Overlap Analysis

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

POSIX Mutual Fund Overlap Analysis

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

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

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