PTIAX Mutual Fund

NAV$19.43

AUM$10.3B

TER0.75%

Holdings1,810

PTIAX Mutual Fund

NAV$19.43

Performance Trust Strategic Bond Fund Institutional Class

AUM$10.3B

TER0.75%

Holdings1,810

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Holdings Overlap Analysis

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

PTIAX Mutual Fund Overlap Analysis

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

PTIAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1810 holdings, PTIAX may share significant positions with broad-market funds.

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