PRFSX Mutual Fund

NAV$5.51

TER0.39%

Holdings464

See inside every fund you own

$99/yr Pro · Cancel anytime

X-ray my whole portfolio

PRFSX Mutual Fund

NAV$5.51

T. Rowe Price Tax-Free Short-Intermediate Fund Investor Class

TER0.39%

Holdings464

See inside every fund you own

$99/yr 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 PRFSX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings PRFSX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

PRFSX Mutual Fund Overlap Analysis

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

PRFSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 464 holdings, PRFSX may share significant positions with broad-market funds.

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