PTMAX Mutual Fund

NAV$25.02

AUM$555M

TER0.70%

Holdings183

PTMAX Mutual Fund

NAV$25.02

PGIM Quant Solutions Large-Cap Core Fund Class A

AUM$555M

TER0.70%

Holdings183

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Holdings Overlap Analysis

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

PTMAX Mutual Fund Overlap Analysis

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

PTMAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 183 holdings, PTMAX may share significant positions with broad-market funds.

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