PQTNX Mutual Fund

NAV$10.68

TER1.69%

Holdings474

PQTNX Mutual Fund

NAV$10.68

PIMCO TRENDS Managed Futures Strategy Fund Class I-3

TER1.69%

Holdings474

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

PQTNX Mutual Fund Overlap Analysis

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

PQTNX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 474 holdings, PQTNX may share significant positions with broad-market funds.

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