PPEIX Mutual Fund Analysis & Holdings | MarketXLS

PPEIX Mutual Fund

NAV$9.56

TER0.54%

Holdings697

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

PPEIX Mutual Fund

NAV$9.56

PIMCO Total Return Fund V Class Institutional

TER0.54%

Holdings697

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

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

Holdings Overlap Analysis

Compare PPEIX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings PPEIX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

PPEIX Mutual Fund Overlap Analysis

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

PPEIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 697 holdings, PPEIX may share significant positions with broad-market funds.

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