PMILX Mutual Fund
PMILX Mutual Fund
NAV$11.71
TER0.58%
Holdings1,942
PMILX Mutual Fund
NAV$11.71
Franklin Multi-Asset Income Fund Class R5
TER0.58%
Holdings1,942
PMILX Mutual Fund Overlap Analysis
PMILX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PMILX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1942 holdings, PMILX may share significant positions with broad-market funds.
PMILX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PMILX tax-loss harvesting finds highly correlated but non-identical funds.