PMZNX Mutual Fund
PMZNX Mutual Fund
NAV$9.20
TER2.29%
Holdings3,488
See how much of PMZNX you already own
PMZNX Mutual Fund
NAV$9.20
PIMCO Mortgage Opportunities and Bond Fund Class I-3
TER2.29%
Holdings3,488
See how much of PMZNX you already own
PMZNX Mutual Fund Overlap Analysis
PMZNX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PMZNX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 3488 holdings, PMZNX may share significant positions with broad-market funds.
PMZNX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PMZNX tax-loss harvesting finds highly correlated but non-identical funds.