PITEX Mutual Fund

NAV$6.24

AUM$240M

TER0.64%

Holdings214

See how much of PITEX you already own

Just $25 once·$99/mo·Download sample

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PITEX Mutual Fund

NAV$6.24

Principal Tax-Exempt Bond Fund Institutional Class

AUM$240M

TER0.64%

Holdings214

See how much of PITEX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

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

Holdings Overlap Analysis

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

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 214 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.