PATIX Mutual Fund Analysis & Holdings | MarketXLS

PATIX Mutual Fund

NAV$5.49

AUM$3M

TER0.80%

Holdings464

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PATIX Mutual Fund

NAV$5.49

T. Rowe Price Tax-Free Short-Intermediate Fund Advisor Class

AUM$3M

TER0.80%

Holdings464

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

PATIX Mutual Fund Overlap Analysis

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

PATIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 464 holdings, PATIX may share significant positions with broad-market funds.

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