PTSAX Mutual Fund

NAV$7.65

AUM$1.5B

TER1.45%

Holdings1,025

PTSAX Mutual Fund

NAV$7.65

PIMCO Total Return ESG Fund Institutional Class

AUM$1.5B

TER1.45%

Holdings1,025

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Holdings Overlap Analysis

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

PTSAX Mutual Fund Overlap Analysis

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

PTSAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1025 holdings, PTSAX may share significant positions with broad-market funds.

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