PAIWX Mutual Fund
PAIWX Mutual Fund
NAV$8.12
AUM$256,943.6
TER0.77%
Holdings267
See how much of PAIWX you already own
PAIWX Mutual Fund
NAV$8.12
PGIM ESG Total Return Bond Fund Class A
AUM$256,943.6
TER0.77%
Holdings267
See how much of PAIWX you already own
PAIWX Mutual Fund Overlap Analysis
PAIWX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PAIWX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 267 holdings, PAIWX may share significant positions with broad-market funds.
PAIWX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PAIWX tax-loss harvesting finds highly correlated but non-identical funds.