PCDIX Mutual Fund

NAV$9.68

AUM$154M

TER0.33%

Holdings130

PCDIX Mutual Fund

NAV$9.68

PIMCO California Short Duration Municipal Income Fund Institutional Class

AUM$154M

TER0.33%

Holdings130

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

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

Holdings Overlap Analysis

Compare PCDIX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings PCDIX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

PCDIX Mutual Fund Overlap Analysis

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

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

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