PLDRX Mutual Fund
PLDRX Mutual Fund
NAV$9.22
AUM$7.9B
TER1.06%
Holdings1,234
See how much of PLDRX you already own
PLDRX Mutual Fund
NAV$9.22
PIMCO Low Duration Fund Class R
AUM$7.9B
TER1.06%
Holdings1,234
See how much of PLDRX you already own
PLDRX Mutual Fund Overlap Analysis
PLDRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PLDRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1234 holdings, PLDRX may share significant positions with broad-market funds.
PLDRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PLDRX tax-loss harvesting finds highly correlated but non-identical funds.