PSMJX Mutual Fund

PSMJX Mutual Fund

NAV$12.84
See inside every fund you own
$45/quarter Pro · Cancel anytime
X-ray my whole portfolio

Holdings Overlap Analysis

Compare PSMJX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings PSMJX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

PSMJX Mutual Fund Overlap Analysis

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

PSMJX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1553 holdings, PSMJX may share significant positions with broad-market funds.

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