PMJPX Mutual Fund
NAV$13.80
TER0.60%
Holdings272
PMJPX Mutual Fund
NAV$13.80
PIMCO RAE US Small Fund Class I-2
TER0.60%
Holdings272

✓All holdings
✓Overlap Analysis
✓Mutual Fund Screener
✓Compare Mutual Funds
PMJPX Mutual Fund Overlap Analysis
PMJPX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PMJPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 272 holdings, PMJPX may share significant positions with broad-market funds.
PMJPX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PMJPX tax-loss harvesting finds highly correlated but non-identical funds.