PFRMX Mutual Fund Analysis & Holdings | MarketXLS

PFRMX Mutual Fund

NAV$9.31

AUM$9,465.39

TER2.06%

Holdings1,116

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PFRMX Mutual Fund

NAV$9.31

PIMCO Inflation Response Multi-Asset Fund Class I3

AUM$9,465.39

TER2.06%

Holdings1,116

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

PFRMX Mutual Fund Overlap Analysis

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

PFRMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1116 holdings, PFRMX may share significant positions with broad-market funds.

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