PXMSX Mutual Fund
PXMSX Mutual Fund
NAV$13.10
TER0.74%
Holdings25
See how much of PXMSX you already own
PXMSX Mutual Fund
NAV$13.10
Invesco Select Risk Moderate Investor Fund Class S
TER0.74%
Holdings25
See how much of PXMSX you already own
PXMSX Mutual Fund Overlap Analysis
PXMSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PXMSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 25 holdings, PXMSX may share significant positions with broad-market funds.
PXMSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PXMSX tax-loss harvesting finds highly correlated but non-identical funds.