PMZPX Mutual Fund
PMZPX Mutual Fund
NAV$9.21
TER2.24%
Holdings3,488
See how much of PMZPX you already own
PMZPX Mutual Fund
NAV$9.21
PIMCO Mortgage Opportunities and Bond Fund Class I-2
TER2.24%
Holdings3,488
See how much of PMZPX you already own
PMZPX Mutual Fund Overlap Analysis
PMZPX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PMZPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 3488 holdings, PMZPX may share significant positions with broad-market funds.
PMZPX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PMZPX tax-loss harvesting finds highly correlated but non-identical funds.