PQTNX Mutual Fund
PQTNX Mutual Fund
NAV$10.67
AUM$10M
TER1.66%
Holdings759
See how much of PQTNX you already own
PQTNX Mutual Fund
NAV$10.67
PIMCO TRENDS Fund Class I3
AUM$10M
TER1.66%
Holdings759
See how much of PQTNX you already own
PQTNX Mutual Fund Overlap Analysis
PQTNX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PQTNX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 759 holdings, PQTNX may share significant positions with broad-market funds.
PQTNX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PQTNX tax-loss harvesting finds highly correlated but non-identical funds.