PSDAX Mutual Fund Analysis & Holdings | MarketXLS

PSDAX Mutual Fund

NAV$8.34

TER0.73%

Holdings229

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PSDAX Mutual Fund

NAV$8.34

PIMCO Short Duration Municipal Income Fund Class A

TER0.73%

Holdings229

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 PSDAX 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 PSDAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

PSDAX Mutual Fund Overlap Analysis

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

PSDAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 229 holdings, PSDAX may share significant positions with broad-market funds.

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