PMTPX Mutual Fund

PMTPX Mutual Fund

NAV$8.26
See how much of PMTPX you already own
Just $25 once·$69/mo·Download sample
X-ray my portfolio free

Holdings Overlap Analysis

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

🔍

Discover Portfolio Overlap

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

PMTPX Mutual Fund Overlap Analysis

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

PMTPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 708 holdings, PMTPX may share significant positions with broad-market funds.

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