PCBAX Mutual Fund Analysis & Holdings | MarketXLS

PCBAX Mutual Fund

NAV$17.16

AUM$192M

TER1.06%

Holdings1,143

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PCBAX Mutual Fund

NAV$17.16

BlackRock Tactical Opportunities Fund Investor A Class

AUM$192M

TER1.06%

Holdings1,143

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

PCBAX Mutual Fund Overlap Analysis

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

PCBAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1143 holdings, PCBAX may share significant positions with broad-market funds.

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