PCTGX Mutual Fund Analysis & Holdings | MarketXLS

PCTGX Mutual Fund

NAV$10.62

AUM$63M

TER1.54%

Holdings313

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PCTGX Mutual Fund

NAV$10.62

PIMCO California Municipal Bond Fund Class C

AUM$63M

TER1.54%

Holdings313

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

PCTGX Mutual Fund Overlap Analysis

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

PCTGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 313 holdings, PCTGX may share significant positions with broad-market funds.

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