PCDAX Mutual Fund Analysis & Holdings | MarketXLS

PCDAX Mutual Fund

NAV$9.69

TER0.73%

Holdings130

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PCDAX Mutual Fund

NAV$9.69

PIMCO California Short Duration Municipal Income Fund Class A

TER0.73%

Holdings130

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

PCDAX Mutual Fund Overlap Analysis

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

PCDAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 130 holdings, PCDAX may share significant positions with broad-market funds.

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