PMIAX Mutual Fund

NAV$11.53

TER0.85%

Holdings1,942

See how much of PMIAX you already own

Just $25 once·$99/mo·Download sample

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PMIAX Mutual Fund

NAV$11.53

Franklin Multi-Asset Income Fund Class A

TER0.85%

Holdings1,942

See how much of PMIAX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

PMIAX Mutual Fund Overlap Analysis

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

PMIAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1942 holdings, PMIAX may share significant positions with broad-market funds.

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