PSDIX Mutual Fund

NAV$8.34

TER0.33%

Holdings229

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PSDIX Mutual Fund

NAV$8.34

PIMCO Short Duration Municipal Income Fund Institutional Class

TER0.33%

Holdings229

See inside every fund you own

$99/yr 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 PSDIX 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 PSDIX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

PSDIX Mutual Fund Overlap Analysis

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

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

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