PMILX Mutual Fund
PMILX Mutual Fund
NAV$11.61
TER0.58%
Holdings1,942
See how much of PMILX you already own
PMILX Mutual Fund
NAV$11.61
Franklin Multi-Asset Income Fund Class R5
TER0.58%
Holdings1,942
See how much of PMILX you already own
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.