PTOAX Mutual Fund

NAV$13.45

AUM$2.0B

TER1.43%

Holdings1,486

See how much of PTOAX you already own

Just $25 once·$69/mo·Download sample

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PTOAX Mutual Fund

NAV$13.45

PIMCO Stocks PLUS Bond Absolute Return Alpha Fund Class A

AUM$2.0B

TER1.43%

Holdings1,486

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

PTOAX Mutual Fund Overlap Analysis

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

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

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