PMUAX Mutual Fund

NAV$12.20

AUM$18M

TER0.82%

Holdings105

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Just $25 once·$69/mo·Download sample

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PMUAX Mutual Fund

NAV$12.20

Pace Municipal Fixed Income Investments Class A

AUM$18M

TER0.82%

Holdings105

See how much of PMUAX you already own

Just $25 once·$69/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 PMUAX 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 PMUAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

PMUAX Mutual Fund Overlap Analysis

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

PMUAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 105 holdings, PMUAX may share significant positions with broad-market funds.

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