PVPAX Mutual Fund
PVPAX Mutual Fund
NAV$18.66
AUM$111M
TER0.84%
Holdings20
See how much of PVPAX you already own
PVPAX Mutual Fund
NAV$18.66
PIMCO RealPath Blend 2040 Fund Class A
AUM$111M
TER0.84%
Holdings20
See how much of PVPAX you already own
PVPAX Mutual Fund Overlap Analysis
PVPAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PVPAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 20 holdings, PVPAX may share significant positions with broad-market funds.
PVPAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PVPAX tax-loss harvesting finds highly correlated but non-identical funds.