PMIRX Mutual Fund

NAV$11.55

TER1.09%

Holdings1,942

PMIRX Mutual Fund

NAV$11.55

Franklin Multi-Asset Income Fund Class R

TER1.09%

Holdings1,942

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Holdings Overlap Analysis

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

PMIRX Mutual Fund Overlap Analysis

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

PMIRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1942 holdings, PMIRX may share significant positions with broad-market funds.

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