PCCLX Mutual Fund Analysis & Holdings | MarketXLS

PCCLX Mutual Fund

NAV$12.40

TER0.80%

Holdings3

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PCCLX Mutual Fund

NAV$12.40

Franklin Retirement Advantage 2040 Fund Class A

TER0.80%

Holdings3

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

PCCLX Mutual Fund Overlap Analysis

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

PCCLX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 3 holdings, PCCLX may share significant positions with broad-market funds.

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