PEPFX Mutual Fund

NAV$13.12

TER0.85%

Holdings306

PEPFX Mutual Fund

NAV$13.12

PIMCO RAE Emerging Markets Fund Class I-2

TER0.85%

Holdings306

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Holdings Overlap Analysis

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

PEPFX Mutual Fund Overlap Analysis

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

PEPFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 306 holdings, PEPFX may share significant positions with broad-market funds.

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