PWRAX Mutual Fund
PWRAX Mutual Fund
NAV$8.86
AUM$2M
TER2.00%
Holdings6
PWRAX Mutual Fund
NAV$8.86
DF Tactical Income Fund Class A
AUM$2M
TER2.00%
Holdings6
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.