PEFPX Mutual Fund

NAV$9.04

AUM$1.6B

TER1.39%

Holdings1,231

PEFPX Mutual Fund

NAV$9.04

PIMCO RAE PLUS EMG Fund Class I-2

AUM$1.6B

TER1.39%

Holdings1,231

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Holdings Overlap Analysis

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

PEFPX Mutual Fund Overlap Analysis

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

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

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