PRTPX Mutual Fund
PRTPX Mutual Fund
NAV$10.79
AUM$984M
TER2.11%
Holdings594
See how much of PRTPX you already own
PRTPX Mutual Fund
NAV$10.79
PIMCO Long-Term Real Return Fund Class I-2
AUM$984M
TER2.11%
Holdings594
See how much of PRTPX you already own
PRTPX Mutual Fund Overlap Analysis
PRTPX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PRTPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 594 holdings, PRTPX may share significant positions with broad-market funds.
PRTPX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PRTPX tax-loss harvesting finds highly correlated but non-identical funds.