PSOAX Mutual Fund
PSOAX Mutual Fund
NAV$31.09
AUM$156M
TER1.19%
Holdings489
PSOAX Mutual Fund
NAV$31.09
JPMorgan Small Cap Value Fund Class A
AUM$156M
TER1.19%
Holdings489
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 489 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.