PITEX Mutual Fund
PITEX Mutual Fund
NAV$6.40
AUM$253M
TER0.64%
Holdings212
See how much of PITEX you already own
PITEX Mutual Fund
NAV$6.40
Principal Tax-Exempt Bond Fund Institutional Class
AUM$253M
TER0.64%
Holdings212
See how much of PITEX you already own
PITEX Mutual Fund Overlap Analysis
PITEX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PITEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 212 holdings, PITEX may share significant positions with broad-market funds.
PITEX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PITEX tax-loss harvesting finds highly correlated but non-identical funds.