PMJPX Mutual Fund
PMJPX Mutual Fund
NAV$13.82
TER0.60%
Holdings272
See how much of PMJPX you already own
PMJPX Mutual Fund
NAV$13.82
PIMCO RAE US Small Fund Class I-2
TER0.60%
Holdings272
See how much of PMJPX you already own
PMJPX Mutual Fund Overlap Analysis
PMJPX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PMJPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 272 holdings, PMJPX may share significant positions with broad-market funds.
PMJPX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PMJPX tax-loss harvesting finds highly correlated but non-identical funds.