PEFFX Mutual Fund

NAV$8.69

AUM$1.6B

TER1.69%

Holdings1,231

PEFFX Mutual Fund

NAV$8.69

PIMCO RAE PLUS EMG Fund Class A

AUM$1.6B

TER1.69%

Holdings1,231

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

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

Compare With

🔍

Discover Portfolio Overlap

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

PEFFX Mutual Fund Overlap Analysis

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

PEFFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1231 holdings, PEFFX may share significant positions with broad-market funds.

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