PCCEX Mutual Fund

NAV$11.47

AUM$113M

TER0.64%

Holdings2,142

See how much of PCCEX you already own

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PCCEX Mutual Fund

NAV$11.47

Franklin Dynamic Asset Allocation Conservative Fund Class R6

AUM$113M

TER0.64%

Holdings2,142

See how much of PCCEX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

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

Holdings Overlap Analysis

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

PCCEX Mutual Fund Overlap Analysis

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

PCCEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 2142 holdings, PCCEX may share significant positions with broad-market funds.

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