PPTCX Mutual Fund Analysis & Holdings | MarketXLS

PPTCX Mutual Fund

NAV$17.27

AUM$359,166.24

TER2.10%

Holdings38

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PPTCX Mutual Fund

NAV$17.27

Virtus KAR Global Quality Dividend Fund C

AUM$359,166.24

TER2.10%

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

PPTCX Mutual Fund Overlap Analysis

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

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

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