PPTAX Mutual Fund Analysis & Holdings | MarketXLS

PPTAX Mutual Fund

NAV$17.54

AUM$24M

TER1.35%

Holdings38

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PPTAX Mutual Fund

NAV$17.54

Virtus KAR Global Quality Dividend Fund A

AUM$24M

TER1.35%

Holdings38

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

PPTAX Mutual Fund Overlap Analysis

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

PPTAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 38 holdings, PPTAX may share significant positions with broad-market funds.

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