PTOPX Mutual Fund
PTOPX Mutual Fund
NAV$13.68
AUM$2.0B
TER1.13%
Holdings1,486
See how much of PTOPX you already own
PTOPX Mutual Fund
NAV$13.68
PIMCO Stocks PLUS Bond Absolute Return Alpha Fund Class I2
AUM$2.0B
TER1.13%
Holdings1,486
See how much of PTOPX you already own
PTOPX Mutual Fund Overlap Analysis
PTOPX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PTOPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1486 holdings, PTOPX may share significant positions with broad-market funds.
PTOPX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PTOPX tax-loss harvesting finds highly correlated but non-identical funds.