PATFX Mutual Fund Analysis & Holdings | MarketXLS

PATFX Mutual Fund

NAV$11.21

AUM$5M

TER1.01%

Holdings1,029

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PATFX Mutual Fund

NAV$11.21

T. Rowe Price Tax-Free High Yield Fund Advissor Class

AUM$5M

TER1.01%

Holdings1,029

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

PATFX Mutual Fund Overlap Analysis

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

PATFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1029 holdings, PATFX may share significant positions with broad-market funds.

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