PXTIX Mutual Fund
NAV$26.59
AUM$1.3B
TER1.03%
Holdings1,670
PXTIX Mutual Fund
NAV$26.59
PIMCO RAE PLUS Fund Class INSTL
AUM$1.3B
TER1.03%
Holdings1,670
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PXTIX Mutual Fund Overlap Analysis
PXTIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PXTIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1670 holdings, PXTIX may share significant positions with broad-market funds.
PXTIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PXTIX tax-loss harvesting finds highly correlated but non-identical funds.