PATRX Mutual Fund

NAV$12.05

Holdings Overlap Analysis

Compare PATRX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings PATRX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

PATRX Mutual Fund Overlap Analysis

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

PATRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 27 holdings, PATRX may share significant positions with broad-market funds.

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