PCSVX Mutual Fund

NAV$20.25

AUM$263M

TER1.04%

Holdings182

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PCSVX Mutual Fund

NAV$20.25

Pace Small/Medium Co Value Equity Investments Fund Class P

AUM$263M

TER1.04%

Holdings182

See how much of PCSVX 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 PCSVX 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 PCSVX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

PCSVX Mutual Fund Overlap Analysis

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

PCSVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 182 holdings, PCSVX may share significant positions with broad-market funds.

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