PVIVX Mutual Fund
PVIVX Mutual Fund
NAV$59.23
AUM$175M
TER1.27%
Holdings40
See how much of PVIVX you already own
PVIVX Mutual Fund
NAV$59.23
Paradigm Micro-Cap Fund
AUM$175M
TER1.27%
Holdings40
See how much of PVIVX you already own
PVIVX Mutual Fund Overlap Analysis
PVIVX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PVIVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 40 holdings, PVIVX may share significant positions with broad-market funds.
PVIVX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PVIVX tax-loss harvesting finds highly correlated but non-identical funds.