PSPAX Mutual Fund
PSPAX Mutual Fund
NAV$11.23
AUM$879M
TER1.06%
Holdings1,135
See how much of PSPAX you already own
PSPAX Mutual Fund
NAV$11.23
PIMCO Stocks PLUS Bond Alpha Fund Class A
AUM$879M
TER1.06%
Holdings1,135
See how much of PSPAX you already own
PSPAX Mutual Fund Overlap Analysis
PSPAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PSPAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1135 holdings, PSPAX may share significant positions with broad-market funds.
PSPAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PSPAX tax-loss harvesting finds highly correlated but non-identical funds.