PXIIX Mutual Fund
PXIIX Mutual Fund
NAV$23.57
AUM$20M
TER0.89%
Holdings39
See how much of PXIIX you already own
PXIIX Mutual Fund
NAV$23.57
Virtus KAR Equity Income Fund Class I
AUM$20M
TER0.89%
Holdings39
See how much of PXIIX you already own
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.