PCVCX Mutual Fund

NAV$10.03

AUM$287,766.08

TER1.92%

Holdings80

PCVCX Mutual Fund

NAV$10.03

Virtus NFJ Small-Cap Value Fund Class C

AUM$287,766.08

TER1.92%

Holdings80

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Holdings Overlap Analysis

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

PCVCX Mutual Fund Overlap Analysis

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

PCVCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 80 holdings, PCVCX may share significant positions with broad-market funds.

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