PLTPX Mutual Fund

NAV$13.27

AUM$1.0B

TER3.75%

Holdings275

PLTPX Mutual Fund

NAV$13.27

PIMCO Long-Term US Government Fund Class I-2

AUM$1.0B

TER3.75%

Holdings275

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Holdings Overlap Analysis

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

PLTPX Mutual Fund Overlap Analysis

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

PLTPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 275 holdings, PLTPX may share significant positions with broad-market funds.

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