PLRIX Mutual Fund
PLRIX Mutual Fund
NAV$6.89
AUM$3.4B
TER2.16%
Holdings1,373
See how much of PLRIX you already own
PLRIX Mutual Fund
NAV$6.89
PIMCO Long Duration Total Return Fund Institutional Class
AUM$3.4B
TER2.16%
Holdings1,373
See how much of PLRIX you already own
PLRIX Mutual Fund Overlap Analysis
PLRIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PLRIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1373 holdings, PLRIX may share significant positions with broad-market funds.
PLRIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PLRIX tax-loss harvesting finds highly correlated but non-identical funds.