PWRAX Mutual Fund

NAV$8.86

AUM$2M

TER2.00%

Holdings6

See how much of PWRAX you already own

Just $25 once·$99/mo·Download sample

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PWRAX Mutual Fund

NAV$8.86

DF Tactical Income Fund Class A

AUM$2M

TER2.00%

Holdings6

See how much of PWRAX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

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Discover Portfolio Overlap

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

PWRAX Mutual Fund Overlap Analysis

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

PWRAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 6 holdings, PWRAX may share significant positions with broad-market funds.

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