PTXFX Mutual Fund

NAV$9.20

AUM$239M

TER0.13%

Holdings125

See how much of PTXFX you already own

Just $25 once·$99/mo·Download sample

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PTXFX Mutual Fund

NAV$9.20

Pacific Capital Tax Free Securities Fund Class Y

AUM$239M

TER0.13%

Holdings125

See how much of PTXFX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

PTXFX Mutual Fund Overlap Analysis

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

PTXFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 125 holdings, PTXFX may share significant positions with broad-market funds.

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