PLDPX Mutual Fund
NAV$9.20
AUM$7.9B
TER0.58%
Holdings1,234
PLDPX Mutual Fund
NAV$9.20
PIMCO Low Duration Fund Class I-2
AUM$7.9B
TER0.58%
Holdings1,234
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PLDPX Mutual Fund Overlap Analysis
PLDPX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PLDPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1234 holdings, PLDPX may share significant positions with broad-market funds.
PLDPX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PLDPX tax-loss harvesting finds highly correlated but non-identical funds.