PRPFX Mutual Fund
PRPFX Mutual Fund
NAV$76.45
TER0.81%
Holdings196
PRPFX Mutual Fund
NAV$76.45
Permanent Portfolio Class I
TER0.81%
Holdings196
PRPFX Mutual Fund Overlap Analysis
PRPFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PRPFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 196 holdings, PRPFX may share significant positions with broad-market funds.
PRPFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PRPFX tax-loss harvesting finds highly correlated but non-identical funds.