PIMEX Mutual Fund Analysis & Holdings | MarketXLS

PIMEX Mutual Fund

NAV$9.69

AUM$9M

TER0.90%

Holdings98

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PIMEX Mutual Fund

NAV$9.69

Putnam Intermediate-Term Municipal Income Fund Class A

AUM$9M

TER0.90%

Holdings98

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

PIMEX Mutual Fund Overlap Analysis

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

PIMEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 98 holdings, PIMEX may share significant positions with broad-market funds.

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