PSPAX Mutual Fund
NAV$10.74
AUM$879M
TER1.19%
Holdings734
PSPAX Mutual Fund
NAV$10.74
PIMCO Stocksplus Fund Class A
AUM$879M
TER1.19%
Holdings734
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PSPAX Mutual Fund Overlap Analysis
PSPAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PSPAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 734 holdings, PSPAX may share significant positions with broad-market funds.
PSPAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PSPAX tax-loss harvesting finds highly correlated but non-identical funds.