PXTAX Mutual Fund Analysis & Holdings | MarketXLS

PXTAX Mutual Fund

NAV$7.11

AUM$1.3B

TER1.12%

Holdings1,670

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PXTAX Mutual Fund

NAV$7.11

PIMCO RAE PLUS Fund Admin Class

AUM$1.3B

TER1.12%

Holdings1,670

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare PXTAX 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 PXTAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

PXTAX Mutual Fund Overlap Analysis

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

PXTAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1670 holdings, PXTAX may share significant positions with broad-market funds.

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