PETAX Mutual Fund Analysis & Holdings | MarketXLS

PETAX Mutual Fund

NAV$24.81

AUM$1.7B

TER5.89%

Holdings692

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PETAX Mutual Fund

NAV$24.81

PIMCO Real Estate Real Return Strategy Fund Class A

AUM$1.7B

TER5.89%

Holdings692

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

PETAX Mutual Fund Overlap Analysis

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

PETAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 692 holdings, PETAX may share significant positions with broad-market funds.

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