PELPX Mutual Fund Analysis & Holdings | MarketXLS

PELPX Mutual Fund

NAV$6.33

TER1.70%

Holdings1,488

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PELPX Mutual Fund

NAV$6.33

PIMCO Emerging Markets Local Currency and Bond Fund Class I-2

TER1.70%

Holdings1,488

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

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

Holdings Overlap Analysis

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

PELPX Mutual Fund Overlap Analysis

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

PELPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1488 holdings, PELPX may share significant positions with broad-market funds.

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