PMVFX Mutual Fund Analysis & Holdings | MarketXLS

PMVFX Mutual Fund

NAV$34.22

AUM$50,780

TER0.98%

Holdings256

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PMVFX Mutual Fund

NAV$34.22

PGIM Quant Solutions Mid-Cap Value Fund Class R4

AUM$50,780

TER0.98%

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

PMVFX Mutual Fund Overlap Analysis

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

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

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