PIREX Mutual Fund Holdings Overlap Calculator | MarketXLS

PIREX Mutual Fund

NAV$31.89

AUM$3.8B

TER0.86%

Holdings38

See what you own twice

Check PIREX against your other funds. Free for up to 5.

Check my overlap

PIREX Mutual Fund

NAV$31.89

Principal Real Estate Securities Fund Institutional Class

AUM$3.8B

TER0.86%

Holdings38

See what you own twice

Check PIREX against your other funds. Free for up to 5.

Check my overlap

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

PIREX Mutual Fund Overlap Analysis

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

PIREX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 38 holdings, PIREX may share significant positions with broad-market funds.

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