PPAHX Mutual Fund
PPAHX Mutual Fund
NAV$9.37
TER0.96%
Holdings697
See how much of PPAHX you already own
PPAHX Mutual Fund
NAV$9.37
PIMCO Total Return Fund V Class A
TER0.96%
Holdings697
See how much of PPAHX you already own
PPAHX Mutual Fund Overlap Analysis
PPAHX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PPAHX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 697 holdings, PPAHX may share significant positions with broad-market funds.
PPAHX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PPAHX tax-loss harvesting finds highly correlated but non-identical funds.