PTUIX Mutual Fund

NAV$9.39

AUM$438M

TER0.57%

Holdings740

PTUIX Mutual Fund

NAV$9.39

PIMCO Total Return IV FundInstitutional Class

AUM$438M

TER0.57%

Holdings740

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Holdings Overlap Analysis

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

PTUIX Mutual Fund Overlap Analysis

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

PTUIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 740 holdings, PTUIX may share significant positions with broad-market funds.

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