PSRWX Mutual Fund

NAV$8.91

AUM$662M

TER1.83%

Holdings421

PSRWX Mutual Fund

NAV$8.91

PIMCO Low Duration Credit Fund Class C

AUM$662M

TER1.83%

Holdings421

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Holdings Overlap Analysis

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

PSRWX Mutual Fund Overlap Analysis

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

PSRWX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 421 holdings, PSRWX may share significant positions with broad-market funds.

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