PWLBX Mutual Fund

NAV$7.55

TER1.72%

Holdings876

PWLBX Mutual Fund

NAV$7.55

PIMCO RAE Worldwide Long/Short PLUS Fund Class A

TER1.72%

Holdings876

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Holdings Overlap Analysis

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

PWLBX Mutual Fund Overlap Analysis

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

PWLBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 876 holdings, PWLBX may share significant positions with broad-market funds.

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