PPAHX Mutual Fund
NAV$9.59
TER0.94%
Holdings697
PPAHX Mutual Fund
NAV$9.59
PIMCO Total Return Fund V Class A
TER0.94%
Holdings697
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.