PWLEX Mutual Fund

NAV$7.51

TER2.47%

Holdings876

PWLEX Mutual Fund

NAV$7.51

PIMCO RAE Worldwide Long/Short PLUS Fund Class C

TER2.47%

Holdings876

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Holdings Overlap Analysis

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

PWLEX Mutual Fund Overlap Analysis

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

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

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