PBDPX Mutual Fund
NAV$8.88
TER1.05%
Holdings2,055
PBDPX Mutual Fund
NAV$8.88
PIMCO Investment Grade Credit Bond Fund Class I-2
TER1.05%
Holdings2,055
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PBDPX Mutual Fund Overlap Analysis
PBDPX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PBDPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 2055 holdings, PBDPX may share significant positions with broad-market funds.
PBDPX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PBDPX tax-loss harvesting finds highly correlated but non-identical funds.