PROVX Mutual Fund
PROVX Mutual Fund
NAV$19.64
AUM$189M
TER0.95%
Holdings14
See how much of PROVX you already own
PROVX Mutual Fund
NAV$19.64
Provident Trust Strategy Fund
AUM$189M
TER0.95%
Holdings14
See how much of PROVX you already own
PROVX Mutual Fund Overlap Analysis
PROVX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PROVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 14 holdings, PROVX may share significant positions with broad-market funds.
PROVX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PROVX tax-loss harvesting finds highly correlated but non-identical funds.