PRTBX Mutual Fund Analysis & Holdings | MarketXLS

PRTBX Mutual Fund

NAV$66.25

TER0.65%

Holdings10

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PRTBX Mutual Fund

NAV$66.25

Short-Term Treasury Portfolio Class I

TER0.65%

Holdings10

See inside every fund you own

$45/quarter 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 PRTBX 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 PRTBX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

PRTBX Mutual Fund Overlap Analysis

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

PRTBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 10 holdings, PRTBX may share significant positions with broad-market funds.

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