PLMAX Mutual Fund

NAV$7.71

TER1.40%

Holdings1,060

PLMAX Mutual Fund

NAV$7.71

PIMCO Emerging Markets Currency and Short-Term Investments Fund Class A

TER1.40%

Holdings1,060

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Holdings Overlap Analysis

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

PLMAX Mutual Fund Overlap Analysis

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

PLMAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1060 holdings, PLMAX may share significant positions with broad-market funds.

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