PMJIX Mutual Fund Analysis & Holdings | MarketXLS

PMJIX Mutual Fund

NAV$14.06

AUM$425M

TER0.50%

Holdings272

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PMJIX Mutual Fund

NAV$14.06

PIMCO RAE US Small Fund Class INSTL

AUM$425M

TER0.50%

Holdings272

See inside every fund you own

$45/quarter 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 PMJIX 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 PMJIX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

PMJIX Mutual Fund Overlap Analysis

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

PMJIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 272 holdings, PMJIX may share significant positions with broad-market funds.

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