PCSGX Mutual Fund Analysis & Holdings | MarketXLS

PCSGX Mutual Fund

NAV$17.25

AUM$245M

TER1.08%

Holdings351

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PCSGX Mutual Fund

NAV$17.25

Pace Small/Med Company Growth Equity Investments Fund

AUM$245M

TER1.08%

Holdings351

See inside every fund you own

$45/quarter 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 PCSGX 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 PCSGX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

PCSGX Mutual Fund Overlap Analysis

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

PCSGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 351 holdings, PCSGX may share significant positions with broad-market funds.

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