PRIMX Mutual Fund

NAV$11.17

AUM$10M

TER0.35%

Holdings863

PRIMX Mutual Fund

NAV$11.17

T. Rowe Price Summit Municipal Income Fund class I

AUM$10M

TER0.35%

Holdings863

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Holdings Overlap Analysis

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

PRIMX Mutual Fund Overlap Analysis

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

PRIMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 863 holdings, PRIMX may share significant positions with broad-market funds.

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