PPIAX Mutual Fund

NAV$8.36

AUM$160M

TER0.59%

Holdings563

PPIAX Mutual Fund

NAV$8.36

DWS Short Duration Fund Class A

AUM$160M

TER0.59%

Holdings563

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Holdings Overlap Analysis

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

PPIAX Mutual Fund Overlap Analysis

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

PPIAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 563 holdings, PPIAX may share significant positions with broad-market funds.

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