PRLPX Mutual Fund
NAV$10.06
TER0.65%
Holdings1,209
PRLPX Mutual Fund
NAV$10.06
PIMCO Real Return Fund Class I-2
TER0.65%
Holdings1,209
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PRLPX Mutual Fund Overlap Analysis
PRLPX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PRLPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1209 holdings, PRLPX may share significant positions with broad-market funds.
PRLPX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PRLPX tax-loss harvesting finds highly correlated but non-identical funds.