PIPTX Mutual Fund
PIPTX Mutual Fund
NAV$17.63
AUM$5M
TER1.10%
Holdings38
See how much of PIPTX you already own
PIPTX Mutual Fund
NAV$17.63
Virtus KAR Global Quality Dividend Fund Class I
AUM$5M
TER1.10%
Holdings38
See how much of PIPTX you already own
PIPTX Mutual Fund Overlap Analysis
PIPTX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PIPTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 38 holdings, PIPTX may share significant positions with broad-market funds.
PIPTX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PIPTX tax-loss harvesting finds highly correlated but non-identical funds.