PXMSX Mutual Fund Analysis & Holdings | MarketXLS

PXMSX Mutual Fund

NAV$13.36

TER0.74%

Holdings26

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

PXMSX Mutual Fund

NAV$13.36

Invesco Select Risk Moderate Investor Fund Class S

TER0.74%

Holdings26

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 PXMSX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings PXMSX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

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 26 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.