PVQNX Mutual Fund

NAV$20.01

AUM$105M

TER0.29%

Holdings21

PVQNX Mutual Fund

NAV$20.01

PIMCO RealPath Blend 2045 Fund Class Institutional

AUM$105M

TER0.29%

Holdings21

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Holdings Overlap Analysis

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

PVQNX Mutual Fund Overlap Analysis

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

PVQNX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 21 holdings, PVQNX may share significant positions with broad-market funds.

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