PLMAX Mutual Fund
PLMAX Mutual Fund
NAV$7.81
TER1.38%
Holdings1,060
See how much of PLMAX you already own
PLMAX Mutual Fund
NAV$7.81
PIMCO Emerging Markets Currency and Short-Term Investments Fund Class A
TER1.38%
Holdings1,060
See how much of PLMAX you already own
PLMAX Mutual Fund Overlap Analysis
PLMAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PLMAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1060 holdings, PLMAX may share significant positions with broad-market funds.
PLMAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PLMAX tax-loss harvesting finds highly correlated but non-identical funds.