PATVX Mutual Fund

NAV$17.66

AUM$3M

TER0.80%

Holdings25

PATVX Mutual Fund

NAV$17.66

T. Rowe Price Target 2035 Fund Adv Cl

AUM$3M

TER0.80%

Holdings25

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

Holdings Overlap Analysis

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

PATVX Mutual Fund Overlap Analysis

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

PATVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 25 holdings, PATVX may share significant positions with broad-market funds.

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