PTAXX Mutual Fund Analysis & Holdings | MarketXLS

PTAXX Mutual Fund

NAV$1.00

AUM$1.9B

TER0.50%

Holdings347

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PTAXX Mutual Fund

NAV$1.00

Federated Hermes Prime Cash Obligations Fund Automated Class

AUM$1.9B

TER0.50%

Holdings347

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

PTAXX Mutual Fund Overlap Analysis

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

PTAXX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 347 holdings, PTAXX may share significant positions with broad-market funds.

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