PMDRX Mutual Fund

NAV$9.23

AUM$1.4B

TER0.95%

Holdings1,307

PMDRX Mutual Fund

NAV$9.23

PIMCO Funds Moderate Duration Fund Institutional Class

AUM$1.4B

TER0.95%

Holdings1,307

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

Compare PMDRX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings PMDRX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

PMDRX Mutual Fund Overlap Analysis

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

PMDRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1307 holdings, PMDRX may share significant positions with broad-market funds.

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