PLDRX Mutual Fund

NAV$9.22

AUM$7.9B

TER1.07%

Holdings1,234

PLDRX Mutual Fund

NAV$9.22

PIMCO Low Duration Fund Class R

AUM$7.9B

TER1.07%

Holdings1,234

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Holdings Overlap Analysis

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

PLDRX Mutual Fund Overlap Analysis

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

PLDRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1234 holdings, PLDRX may share significant positions with broad-market funds.

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