PXQSX Mutual Fund
PXQSX Mutual Fund
NAV$23.20
AUM$350M
TER0.99%
Holdings29
See how much of PXQSX you already own
PXQSX Mutual Fund
NAV$23.20
Virtus KAR Small-Cap Value Fund Class I
AUM$350M
TER0.99%
Holdings29
See how much of PXQSX you already own
PXQSX Mutual Fund Overlap Analysis
PXQSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PXQSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 29 holdings, PXQSX may share significant positions with broad-market funds.
PXQSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PXQSX tax-loss harvesting finds highly correlated but non-identical funds.