PPVAX Mutual Fund Analysis & Holdings | MarketXLS

PPVAX Mutual Fund

NAV$9.39

AUM$961M

TER0.66%

Holdings2

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PPVAX Mutual Fund

NAV$9.39

American Funds Preservation Portfolio Class A

AUM$961M

TER0.66%

Holdings2

See inside every fund you own

$149/yr 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 PPVAX 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 PPVAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

PPVAX Mutual Fund Overlap Analysis

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

PPVAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 2 holdings, PPVAX may share significant positions with broad-market funds.

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