PEFPX Mutual Fund

NAV$9.38

AUM$1.6B

TER1.49%

Holdings1,231

See how much of PEFPX you already own

Just $25 once·$69/mo·Download sample

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PEFPX Mutual Fund

NAV$9.38

PIMCO RAE PLUS EMG Fund Class I-2

AUM$1.6B

TER1.49%

Holdings1,231

See how much of PEFPX you already own

Just $25 once·$69/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

PEFPX Mutual Fund Overlap Analysis

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

PEFPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1231 holdings, PEFPX may share significant positions with broad-market funds.

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