PMNNX Mutual Fund
NAV$10.30
AUM$145M
TER1.30%
Holdings539
PMNNX Mutual Fund
NAV$10.30
PIMCO National Intermediate Municipal Bond Fund Class C
AUM$145M
TER1.30%
Holdings539
PMNNX Mutual Fund Overlap Analysis
PMNNX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PMNNX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 539 holdings, PMNNX may share significant positions with broad-market funds.
PMNNX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PMNNX tax-loss harvesting finds highly correlated but non-identical funds.