PTLDX Mutual Fund

NAV$9.20

TER0.48%

Holdings1,234

PTLDX Mutual Fund

NAV$9.20

PIMCO Low Duration Fund Institutional Class

TER0.48%

Holdings1,234

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

Compare PTLDX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings PTLDX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

PTLDX Mutual Fund Overlap Analysis

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

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

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