PLIEX Mutual Fund Analysis & Holdings | MarketXLS

PLIEX Mutual Fund

NAV$36.48

AUM$16M

TER1.25%

Holdings30

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

PLIEX Mutual Fund

NAV$36.48

Plumb Equity Fund Institutional Class

AUM$16M

TER1.25%

Holdings30

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 PLIEX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings PLIEX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

PLIEX Mutual Fund Overlap Analysis

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

PLIEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 30 holdings, PLIEX may share significant positions with broad-market funds.

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