PAMIX Mutual Fund Analysis & Holdings | MarketXLS

PAMIX Mutual Fund

NAV$9.91

AUM$24M

TER0.53%

Holdings94

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PAMIX Mutual Fund

NAV$9.91

Federated Hermes Pennsylvania Municipal Income Fund Institutional Class

AUM$24M

TER0.53%

Holdings94

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 PAMIX 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 PAMIX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

PAMIX Mutual Fund Overlap Analysis

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

PAMIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 94 holdings, PAMIX may share significant positions with broad-market funds.

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