PCMZX Mutual Fund

NAV$10.51

AUM$4M

TER1.50%

Holdings581

See how much of PCMZX you already own

Just $25 once·$99/mo·Download sample

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PCMZX Mutual Fund

NAV$10.51

Virtus Newfleet Low Duration Core Plus Bond Fund Class C

AUM$4M

TER1.50%

Holdings581

See how much of PCMZX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

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

Holdings Overlap Analysis

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

PCMZX Mutual Fund Overlap Analysis

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

PCMZX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 581 holdings, PCMZX may share significant positions with broad-market funds.

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