PSPTX Mutual Fund

NAV$14.13

AUM$2.0B

TER1.03%

Holdings1,486

See how much of PSPTX you already own

Just $25 once·$69/mo·Download sample

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PSPTX Mutual Fund

NAV$14.13

PIMCO Stocks PLUS Bond Absolute Return Alpha Fund Institutional Class

AUM$2.0B

TER1.03%

Holdings1,486

See how much of PSPTX you already own

Just $25 once·$69/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 PSPTX 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 PSPTX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

PSPTX Mutual Fund Overlap Analysis

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

PSPTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1486 holdings, PSPTX may share significant positions with broad-market funds.

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