PACIX Mutual Fund
PACIX Mutual Fund
NAV$28.57
AUM$324M
TER1.09%
Holdings115
See how much of PACIX you already own
PACIX Mutual Fund
NAV$28.57
Columbia Convertible Securities Fund Class A
AUM$324M
TER1.09%
Holdings115
See how much of PACIX you already own
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.