PXIIX Mutual Fund
PXIIX Mutual Fund
NAV$24.75
AUM$20M
TER0.89%
Holdings39
PXIIX Mutual Fund
NAV$24.75
Virtus KAR Equity Income Fund Class I
AUM$20M
TER0.89%
Holdings39
PXIIX Mutual Fund Overlap Analysis
PXIIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PXIIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 39 holdings, PXIIX may share significant positions with broad-market funds.
PXIIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PXIIX tax-loss harvesting finds highly correlated but non-identical funds.