PXASX Mutual Fund
PXASX Mutual Fund
NAV$14.46
AUM$19M
TER1.45%
Holdings18
See how much of PXASX you already own
PXASX Mutual Fund
NAV$14.46
Principal LifeTime 2030 Fund Class R-1
AUM$19M
TER1.45%
Holdings18
See how much of PXASX you already own
PXASX Mutual Fund Overlap Analysis
PXASX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PXASX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 18 holdings, PXASX may share significant positions with broad-market funds.
PXASX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PXASX tax-loss harvesting finds highly correlated but non-identical funds.