PQNAX Mutual Fund
PQNAX Mutual Fund
NAV$30.15
AUM$410M
TER1.00%
Holdings78
See how much of PQNAX you already own
PQNAX Mutual Fund
NAV$30.15
Virtus NFJ Mid-Cap Value Fund Class A
AUM$410M
TER1.00%
Holdings78
See how much of PQNAX you already own
PQNAX Mutual Fund Overlap Analysis
PQNAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PQNAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 78 holdings, PQNAX may share significant positions with broad-market funds.
PQNAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PQNAX tax-loss harvesting finds highly correlated but non-identical funds.