PTLAX Mutual Fund

NAV$9.20

TER0.77%

Holdings1,234

PTLAX Mutual Fund

NAV$9.20

PIMCO Low Duration Fund Class A

TER0.77%

Holdings1,234

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Holdings Overlap Analysis

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

PTLAX Mutual Fund Overlap Analysis

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

PTLAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1234 holdings, PTLAX may share significant positions with broad-market funds.

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