PSOAX Mutual Fund
PSOAX Mutual Fund
NAV$29.11
AUM$147M
TER1.19%
Holdings493
See how much of PSOAX you already own
PSOAX Mutual Fund
NAV$29.11
JPMorgan Small Cap Value Fund Class A
AUM$147M
TER1.19%
Holdings493
See how much of PSOAX you already own
PSOAX Mutual Fund Overlap Analysis
PSOAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PSOAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 493 holdings, PSOAX may share significant positions with broad-market funds.
PSOAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PSOAX tax-loss harvesting finds highly correlated but non-identical funds.