PFANX Mutual Fund

NAV$9.62

AUM$1.6B

TER1.32%

Holdings322

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Just $25 once·$69/mo·Download sample

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PFANX Mutual Fund

NAV$9.62

PIMCO Preferred and Capital Securities Fund Class A

AUM$1.6B

TER1.32%

Holdings322

See how much of PFANX you already own

Just $25 once·$69/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 PFANX 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 PFANX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

PFANX Mutual Fund Overlap Analysis

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

PFANX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 322 holdings, PFANX may share significant positions with broad-market funds.

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