PUREX Mutual Fund Analysis & Holdings | MarketXLS

PUREX Mutual Fund

NAV$22.85

AUM$4M

TER1.30%

Holdings85

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PUREX Mutual Fund

NAV$22.85

PGIM Global Real Estate Fund Class R2

AUM$4M

TER1.30%

Holdings85

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

PUREX Mutual Fund Overlap Analysis

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

PUREX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 85 holdings, PUREX may share significant positions with broad-market funds.

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