PACIX Mutual Fund Analysis & Holdings | MarketXLS

PACIX Mutual Fund

NAV$29.61

AUM$325M

TER1.08%

Holdings115

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PACIX Mutual Fund

NAV$29.61

Columbia Convertible Securities Fund Class A

AUM$325M

TER1.08%

Holdings115

See inside every fund you own

$99/yr 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 PACIX 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 PACIX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

PACIX Mutual Fund Overlap Analysis

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

PACIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 115 holdings, PACIX may share significant positions with broad-market funds.

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