PURRX Mutual Fund

NAV$22.92

AUM$8M

TER1.58%

Holdings85

PURRX Mutual Fund

NAV$22.92

PGIM Global Real Estate Fund Class R

AUM$8M

TER1.58%

Holdings85

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Holdings Overlap Analysis

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

PURRX Mutual Fund Overlap Analysis

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

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

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