PBDAX Mutual Fund

NAV$8.88

AUM$17.7B

TER1.35%

Holdings2,055

PBDAX Mutual Fund

NAV$8.88

PIMCO Investment Grade Credit Bond Fund Class A

AUM$17.7B

TER1.35%

Holdings2,055

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Holdings Overlap Analysis

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

PBDAX Mutual Fund Overlap Analysis

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

PBDAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 2055 holdings, PBDAX may share significant positions with broad-market funds.

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