PMEFX Mutual Fund

NAV$9.53

TER0.65%

Holdings89

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PMEFX Mutual Fund

NAV$9.53

Penn Mutual AM 1847 Income Fund Class I

TER0.65%

Holdings89

See inside every fund you own

$99/yr 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 PMEFX 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 PMEFX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

PMEFX Mutual Fund Overlap Analysis

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

PMEFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 89 holdings, PMEFX may share significant positions with broad-market funds.

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