PTSOX Mutual Fund

NAV$9.40

TER1.30%

Holdings777

PTSOX Mutual Fund

NAV$9.40

PIMCO RAE PLUS International Fund Class A

TER1.30%

Holdings777

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Holdings Overlap Analysis

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

PTSOX Mutual Fund Overlap Analysis

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

PTSOX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 777 holdings, PTSOX may share significant positions with broad-market funds.

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