PFATX Mutual Fund
PFATX Mutual Fund
NAV$8.99
TER1.10%
Holdings1,374
See how much of PFATX you already own
PFATX Mutual Fund
NAV$8.99
PIMCO RAE Fundamental Advantage PLUS Fund Class INSTL
TER1.10%
Holdings1,374
See how much of PFATX you already own
PFATX Mutual Fund Overlap Analysis
PFATX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PFATX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1374 holdings, PFATX may share significant positions with broad-market funds.
PFATX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PFATX tax-loss harvesting finds highly correlated but non-identical funds.