PSPLX Mutual Fund

NAV$5.97

AUM$790M

TER0.87%

Holdings1,033

See how much of PSPLX you already own

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PSPLX Mutual Fund

NAV$5.97

PIMCO Inverse Stocks PLUS Bond Alpha Fund Class I2

AUM$790M

TER0.87%

Holdings1,033

See how much of PSPLX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

PSPLX Mutual Fund Overlap Analysis

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

PSPLX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1033 holdings, PSPLX may share significant positions with broad-market funds.

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