PXLIX Mutual Fund
PXLIX Mutual Fund
NAV$11.82
AUM$322M
TER0.73%
Holdings42
PXLIX Mutual Fund
NAV$11.82
Impax Large Cap Fund Institutional Class
AUM$322M
TER0.73%
Holdings42
PXLIX Mutual Fund Overlap Analysis
PXLIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PXLIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 42 holdings, PXLIX may share significant positions with broad-market funds.
PXLIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PXLIX tax-loss harvesting finds highly correlated but non-identical funds.