PCCEX Mutual Fund

NAV$11.66

AUM$113M

TER0.64%

Holdings2,142

PCCEX Mutual Fund

NAV$11.66

Franklin Dynamic Asset Allocation Conservative Fund Class R6

AUM$113M

TER0.64%

Holdings2,142

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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.