PMZCX Mutual Fund

NAV$9.21

AUM$5.4B

TER3.29%

Holdings3,488

See how much of PMZCX you already own

Just $25 once·$69/mo·Download sample

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PMZCX Mutual Fund

NAV$9.21

PIMCO Mortgage Opportunities and Bond Fund Class C

AUM$5.4B

TER3.29%

Holdings3,488

See how much of PMZCX you already own

Just $25 once·$69/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare PMZCX 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 PMZCX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

PMZCX Mutual Fund Overlap Analysis

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

PMZCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 3488 holdings, PMZCX may share significant positions with broad-market funds.

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