PREOX Mutual Fund
PREOX Mutual Fund
NAV$15.74
AUM$9M
TER3.04%
Holdings81
PREOX Mutual Fund
NAV$15.74
Perritt Ultra MicroCap Fund Investor Class
AUM$9M
TER3.04%
Holdings81
PREOX Mutual Fund Overlap Analysis
PREOX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PREOX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 81 holdings, PREOX may share significant positions with broad-market funds.
PREOX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PREOX tax-loss harvesting finds highly correlated but non-identical funds.