PCMBX Mutual Fund

NAV$9.30

TER0.78%

Holdings247

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PCMBX Mutual Fund

NAV$9.30

PIMCO California Intermediate Municipal Bond Fund Class A

TER0.78%

Holdings247

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

PCMBX Mutual Fund Overlap Analysis

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

PCMBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 247 holdings, PCMBX may share significant positions with broad-market funds.

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