PELNX Mutual Fund

NAV$6.27

AUM$1.5B

TER1.75%

Holdings1,488

PELNX Mutual Fund

NAV$6.27

PIMCO Emerging Markets Local Currency and Bond Fund Class I-3

AUM$1.5B

TER1.75%

Holdings1,488

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Holdings Overlap Analysis

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

PELNX Mutual Fund Overlap Analysis

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

PELNX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1488 holdings, PELNX may share significant positions with broad-market funds.

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