PPVCX Mutual Fund
PPVCX Mutual Fund
NAV$9.31
AUM$116M
TER1.36%
Holdings2
See how much of PPVCX you already own
PPVCX Mutual Fund
NAV$9.31
American Funds Preservation Portfolio Class C
AUM$116M
TER1.36%
Holdings2
See how much of PPVCX you already own
PPVCX Mutual Fund Overlap Analysis
PPVCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PPVCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 2 holdings, PPVCX may share significant positions with broad-market funds.
PPVCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PPVCX tax-loss harvesting finds highly correlated but non-identical funds.