PLDIX Mutual Fund

NAV$9.11

AUM$315M

TER0.52%

Holdings494

PLDIX Mutual Fund

NAV$9.11

PIMCO Low Duration ESG Fund Institutional Class

AUM$315M

TER0.52%

Holdings494

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Holdings Overlap Analysis

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

PLDIX Mutual Fund Overlap Analysis

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

PLDIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 494 holdings, PLDIX may share significant positions with broad-market funds.

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