PTFAX Mutual Fund

NAV$8.61

TER1.50%

Holdings1,374

See how much of PTFAX you already own

Just $25 once·$99/mo·Download sample

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PTFAX Mutual Fund

NAV$8.61

PIMCO RAE Fundamental Advantage PLUS Fund Class A

TER1.50%

Holdings1,374

See how much of PTFAX 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 PTFAX 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 PTFAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

PTFAX Mutual Fund Overlap Analysis

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

PTFAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1374 holdings, PTFAX may share significant positions with broad-market funds.

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