PCEPX Mutual Fund Analysis & Holdings | MarketXLS

PCEPX Mutual Fund

NAV$8.86

AUM$5M

TER0.64%

Holdings325

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PCEPX Mutual Fund

NAV$8.86

PIMCO Climate Bond Fund- I-2 Class

AUM$5M

TER0.64%

Holdings325

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

PCEPX Mutual Fund Overlap Analysis

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

PCEPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 325 holdings, PCEPX may share significant positions with broad-market funds.

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