IPTXX Mutual Fund Analysis & Holdings | MarketXLS

IPTXX Mutual Fund

NAV$1.00

AUM$12,818

TER0.48%

Holdings118

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IPTXX Mutual Fund

NAV$1.00

Invesco Premier Portfolio Private Investment Class

AUM$12,818

TER0.48%

Holdings118

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

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Discover Portfolio Overlap

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

IPTXX Mutual Fund Overlap Analysis

IPTXX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

IPTXX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 118 holdings, IPTXX may share significant positions with broad-market funds.

IPTXX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. IPTXX tax-loss harvesting finds highly correlated but non-identical funds.