PCDPX Mutual Fund

NAV$9.69

TER0.43%

Holdings130

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PCDPX Mutual Fund

NAV$9.69

PIMCO California Short Duration Municipal Income Fund Class I-2

TER0.43%

Holdings130

See inside every fund you own

$99/yr 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 PCDPX 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 PCDPX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

PCDPX Mutual Fund Overlap Analysis

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

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

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