PXASX Mutual Fund Holdings Overlap Calculator | MarketXLS

PXASX Mutual Fund

NAV$14.46

AUM$19M

TER1.45%

Holdings18

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PXASX Mutual Fund

NAV$14.46

Principal LifeTime 2030 Fund Class R-1

AUM$19M

TER1.45%

Holdings18

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

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

Holdings Overlap Analysis

Compare PXASX 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 PXASX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

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.