PTBCX Mutual Fund

NAV$6.62

AUM$9M

TER1.82%

Holdings212

PTBCX Mutual Fund

NAV$6.62

Principal Tax-Exempt Bond Fund Class C

AUM$9M

TER1.82%

Holdings212

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Holdings Overlap Analysis

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

PTBCX Mutual Fund Overlap Analysis

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

PTBCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 212 holdings, PTBCX may share significant positions with broad-market funds.

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