PATAX Mutual Fund Analysis & Holdings | MarketXLS

PATAX Mutual Fund

NAV$9.34

AUM$47M

TER0.76%

Holdings641

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PATAX Mutual Fund

NAV$9.34

T. Rowe Price Tax-Free Income Fund Advisor Class

AUM$47M

TER0.76%

Holdings641

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

PATAX Mutual Fund Overlap Analysis

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

PATAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 641 holdings, PATAX may share significant positions with broad-market funds.

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