PTEXX Mutual Fund

NAV$1.00

TER0.45%

Holdings197

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PTEXX Mutual Fund

NAV$1.00

T. Rowe Price Tax-Exempt Money Fund Investor Class

TER0.45%

Holdings197

See inside every fund you own

$99/yr 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 PTEXX 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 PTEXX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

PTEXX Mutual Fund Overlap Analysis

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

PTEXX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 197 holdings, PTEXX may share significant positions with broad-market funds.

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