PTUZX Mutual Fund

NAV$9.39

AUM$438M

TER0.92%

Holdings740

PTUZX Mutual Fund

NAV$9.39

PIMCO Total Return IV Fund Class A

AUM$438M

TER0.92%

Holdings740

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Holdings Overlap Analysis

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

PTUZX Mutual Fund Overlap Analysis

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

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

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