PLMPX Mutual Fund Analysis & Holdings | MarketXLS

PLMPX Mutual Fund

NAV$7.76

AUM$1.1B

TER1.10%

Holdings1,060

See inside every fund you own

$149/yr Pro · Cancel anytime

X-ray my whole portfolio

PLMPX Mutual Fund

NAV$7.76

PIMCO Emerging Markets Currency and Short-Term Investments Fund Class I2

AUM$1.1B

TER1.10%

Holdings1,060

See inside every fund you own

$149/yr 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 PLMPX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings PLMPX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

PLMPX Mutual Fund Overlap Analysis

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

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

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