PRTNX Mutual Fund
PRTNX Mutual Fund
NAV$9.94
AUM$9.1B
TER1.02%
Holdings1,209
See how much of PRTNX you already own
PRTNX Mutual Fund
NAV$9.94
PIMCO Real Return Fund Class A
AUM$9.1B
TER1.02%
Holdings1,209
See how much of PRTNX you already own
PRTNX Mutual Fund Overlap Analysis
PRTNX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PRTNX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1209 holdings, PRTNX may share significant positions with broad-market funds.
PRTNX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PRTNX tax-loss harvesting finds highly correlated but non-identical funds.