PFUMX Mutual Fund Analysis & Holdings | MarketXLS

PFUMX Mutual Fund

NAV$9.64

AUM$951M

TER0.85%

Holdings239

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PFUMX Mutual Fund

NAV$9.64

Finisterre Emerging Markets Total Return Bond Fund Institutional Class

AUM$951M

TER0.85%

Holdings239

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

PFUMX Mutual Fund Overlap Analysis

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

PFUMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 239 holdings, PFUMX may share significant positions with broad-market funds.

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