PLDPX Mutual Fund
PLDPX Mutual Fund
NAV$9.22
AUM$7.9B
TER0.57%
Holdings1,234
See how much of PLDPX you already own
PLDPX Mutual Fund
NAV$9.22
PIMCO Low Duration Fund Class I-2
AUM$7.9B
TER0.57%
Holdings1,234
See how much of PLDPX you already own
PLDPX Mutual Fund Overlap Analysis
PLDPX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PLDPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1234 holdings, PLDPX may share significant positions with broad-market funds.
PLDPX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PLDPX tax-loss harvesting finds highly correlated but non-identical funds.