PCONX Mutual Fund

NAV$31.79

AUM$396M

TER1.01%

Holdings112

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PCONX Mutual Fund

NAV$31.79

Putnam Convertible Securities Fund Class A

AUM$396M

TER1.01%

Holdings112

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

PCONX Mutual Fund Overlap Analysis

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

PCONX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 112 holdings, PCONX may share significant positions with broad-market funds.

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