PELNX Mutual Fund
PELNX Mutual Fund
NAV$6.37
AUM$1.5B
TER1.47%
Holdings1,488
See how much of PELNX you already own
PELNX Mutual Fund
NAV$6.37
PIMCO Emerging Markets Local Currency and Bond Fund Class I-3
AUM$1.5B
TER1.47%
Holdings1,488
See how much of PELNX you already own
PELNX Mutual Fund Overlap Analysis
PELNX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PELNX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1488 holdings, PELNX may share significant positions with broad-market funds.
PELNX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PELNX tax-loss harvesting finds highly correlated but non-identical funds.