PRTPX Mutual Fund

NAV$10.67

AUM$984M

TER2.43%

Holdings594

PRTPX Mutual Fund

NAV$10.67

PIMCO Long-Term Real Return Fund Class I-2

AUM$984M

TER2.43%

Holdings594

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Holdings Overlap Analysis

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

PRTPX Mutual Fund Overlap Analysis

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

PRTPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 594 holdings, PRTPX may share significant positions with broad-market funds.

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