PCNBX Mutual Fund
PCNBX Mutual Fund
NAV$23.55
TER1.80%
Holdings112
See how much of PCNBX you already own
PCNBX Mutual Fund
NAV$23.55
Putnam Convertible Securities Fund Class B
TER1.80%
Holdings112
See how much of PCNBX you already own
PCNBX Mutual Fund Overlap Analysis
PCNBX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PCNBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 112 holdings, PCNBX may share significant positions with broad-market funds.
PCNBX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PCNBX tax-loss harvesting finds highly correlated but non-identical funds.