PTTNX Mutual Fund

NAV$8.62

TER0.68%

Holdings7,222

PTTNX Mutual Fund

NAV$8.62

PIMCO Total Return Fund Class I-3

TER0.68%

Holdings7,222

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Holdings Overlap Analysis

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

PTTNX Mutual Fund Overlap Analysis

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

PTTNX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 7222 holdings, PTTNX may share significant positions with broad-market funds.

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