PCKTX Mutual Fund Holdings Overlap Calculator | MarketXLS

PCKTX Mutual Fund

NAV$7.40

AUM$1.6B

TER1.00%

Holdings1,343

See what you own twice

Check PCKTX against your other funds. Free for up to 5.

Check my overlap

PCKTX Mutual Fund

NAV$7.40

PIMCO StocksPLUS Small Fund Class Admin

AUM$1.6B

TER1.00%

Holdings1,343

See what you own twice

Check PCKTX against your other funds. Free for up to 5.

Check my overlap

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

Holdings Overlap Analysis

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

PCKTX Mutual Fund Overlap Analysis

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

PCKTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1343 holdings, PCKTX may share significant positions with broad-market funds.

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