Portfolio overlap occurs when multiple mutual funds hold the same stocks, sectors or similar investments, reducing the diversification investors may expect. Here’s how investors can identify overlap using fund portfolios, common holdings, sector exposure and portfolio-overlap tools.
​Portfolio overlap occurs when multiple mutual funds hold the same stocks, sectors or similar investments, reducing the diversification investors may expect. Here’s how investors can identify overlap using fund portfolios, common holdings, sector exposure and portfolio-overlap tools. by Soban News (international And National News)
