PLDTX Mutual Fund

NAV$9.23

AUM$425M

TER0.51%

Holdings320

PLDTX Mutual Fund

NAV$9.23

PIMCO Low Duration Fund II Institutional Class

AUM$425M

TER0.51%

Holdings320

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Holdings Overlap Analysis

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

PLDTX Mutual Fund Overlap Analysis

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

PLDTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 320 holdings, PLDTX may share significant positions with broad-market funds.

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