PQIZX Mutual Fund

NAV$15.75

AUM$178M

TER1.27%

Holdings1,079

See how much of PQIZX you already own

Just $25 once·$69/mo·Download sample

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PQIZX Mutual Fund

NAV$15.75

PIMCO Dividend and Income Fund Class A

AUM$178M

TER1.27%

Holdings1,079

See how much of PQIZX you already own

Just $25 once·$69/mo·Download sample

X-ray my portfolio free

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

Holdings Overlap Analysis

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

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Discover Portfolio Overlap

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

PQIZX Mutual Fund Overlap Analysis

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

PQIZX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1079 holdings, PQIZX may share significant positions with broad-market funds.

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