PBCAX Mutual Fund Analysis & Holdings | MarketXLS

PBCAX Mutual Fund

NAV$9.88

AUM$127M

TER0.68%

Holdings265

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PBCAX Mutual Fund

NAV$9.88

PGIM California Muni Income Fund Class A

AUM$127M

TER0.68%

Holdings265

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

PBCAX Mutual Fund Overlap Analysis

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

PBCAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 265 holdings, PBCAX may share significant positions with broad-market funds.

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