PETCX Mutual Fund

NAV$15.08

AUM$1.7B

TER5.28%

Holdings692

See how much of PETCX you already own

Just $25 once·$99/mo·Download sample

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PETCX Mutual Fund

NAV$15.08

PIMCO Real Estate and Real Return Bond Alpha Fund Class C

AUM$1.7B

TER5.28%

Holdings692

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

PETCX Mutual Fund Overlap Analysis

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

PETCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 692 holdings, PETCX may share significant positions with broad-market funds.

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