PEPFX Mutual Fund

NAV$13.58

TER0.85%

Holdings306

See how much of PEPFX you already own

Just $25 once·$69/mo·Download sample

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PEPFX Mutual Fund

NAV$13.58

PIMCO RAE Emerging Markets Fund Class I-2

TER0.85%

Holdings306

See how much of PEPFX 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 PEPFX 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 PEPFX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

PEPFX Mutual Fund Overlap Analysis

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

PEPFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 306 holdings, PEPFX may share significant positions with broad-market funds.

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