PYASX Mutual Fund
PYASX Mutual Fund
NAV$16.98
AUM$16M
TER1.50%
Holdings15
See how much of PYASX you already own
PYASX Mutual Fund
NAV$16.98
Principal LifeTime 2040 Fund Class R-1
AUM$16M
TER1.50%
Holdings15
See how much of PYASX you already own
PYASX Mutual Fund Overlap Analysis
PYASX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PYASX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 15 holdings, PYASX may share significant positions with broad-market funds.
PYASX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PYASX tax-loss harvesting finds highly correlated but non-identical funds.