PLMIX Mutual Fund Analysis & Holdings | MarketXLS

PLMIX Mutual Fund

NAV$7.76

AUM$1.1B

TER1.00%

Holdings1,060

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PLMIX Mutual Fund

NAV$7.76

PIMCO Emerging Markets Currency and Short-Term Investments Fund Class INSTL

AUM$1.1B

TER1.00%

Holdings1,060

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

PLMIX Mutual Fund Overlap Analysis

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

PLMIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1060 holdings, PLMIX may share significant positions with broad-market funds.

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