PSTAX Mutual Fund
PSTAX Mutual Fund
NAV$19.98
AUM$574M
TER1.20%
Holdings31
See how much of PSTAX you already own
PSTAX Mutual Fund
NAV$19.98
Virtus KAR Capital Growth Fund A
AUM$574M
TER1.20%
Holdings31
See how much of PSTAX you already own
PSTAX Mutual Fund Overlap Analysis
PSTAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PSTAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 31 holdings, PSTAX may share significant positions with broad-market funds.
PSTAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PSTAX tax-loss harvesting finds highly correlated but non-identical funds.