PSFRX Mutual Fund
PSFRX Mutual Fund
NAV$8.43
AUM$39M
TER0.95%
Holdings281
See how much of PSFRX you already own
PSFRX Mutual Fund
NAV$8.43
Virtus Newfleet Senior Floating Rate Fund A
AUM$39M
TER0.95%
Holdings281
See how much of PSFRX you already own
PSFRX Mutual Fund Overlap Analysis
PSFRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PSFRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 281 holdings, PSFRX may share significant positions with broad-market funds.
PSFRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PSFRX tax-loss harvesting finds highly correlated but non-identical funds.