PMARX Mutual Fund Analysis & Holdings | MarketXLS

PMARX Mutual Fund

NAV$13.39

AUM$68M

TER1.20%

Holdings144

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PMARX Mutual Fund

NAV$13.39

Victory Pioneer Equity Premium Income Fund Class A

AUM$68M

TER1.20%

Holdings144

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

PMARX Mutual Fund Overlap Analysis

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

PMARX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 144 holdings, PMARX may share significant positions with broad-market funds.

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