SREZX Mutual Fund Analysis & Holdings | MarketXLS

SREZX Mutual Fund

NAV$15.25

AUM$241M

TER1.05%

Holdings52

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SREZX Mutual Fund

NAV$15.25

PGIM Select Real Estate Fund Class Z

AUM$241M

TER1.05%

Holdings52

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

SREZX Mutual Fund Overlap Analysis

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

SREZX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 52 holdings, SREZX may share significant positions with broad-market funds.

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