PCTPX Mutual Fund Analysis & Holdings | MarketXLS

PCTPX Mutual Fund

NAV$10.62

AUM$63M

TER0.54%

Holdings313

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PCTPX Mutual Fund

NAV$10.62

PIMCO California Municipal Bond Fund Class I-2

AUM$63M

TER0.54%

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

PCTPX Mutual Fund Overlap Analysis

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

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

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