PMVEX Mutual Fund Analysis & Holdings | MarketXLS

PMVEX Mutual Fund

NAV$34.19

AUM$41,982.98

TER1.23%

Holdings256

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PMVEX Mutual Fund

NAV$34.19

PGIM Quant Solutions Mid-Cap Value Fund Class R2

AUM$41,982.98

TER1.23%

Holdings256

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

PMVEX Mutual Fund Overlap Analysis

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

PMVEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 256 holdings, PMVEX may share significant positions with broad-market funds.

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