PPAJX Mutual Fund
PPAJX Mutual Fund
NAV$24.94
TER0.50%
Holdings166
See how much of PPAJX you already own
PPAJX Mutual Fund
NAV$24.94
GMO US Opportunistic Value Fund Class R6
TER0.50%
Holdings166
See how much of PPAJX you already own
PPAJX Mutual Fund Overlap Analysis
PPAJX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PPAJX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 166 holdings, PPAJX may share significant positions with broad-market funds.
PPAJX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PPAJX tax-loss harvesting finds highly correlated but non-identical funds.