PMSTX Mutual Fund

NAV$4.59

AUM$22M

TER1.66%

Holdings915

PMSTX Mutual Fund

NAV$4.59

Virtus Newfleet Multi-Sector Short Term Bond Fund C1

AUM$22M

TER1.66%

Holdings915

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Holdings Overlap Analysis

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

PMSTX Mutual Fund Overlap Analysis

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

PMSTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 915 holdings, PMSTX may share significant positions with broad-market funds.

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