PFICX Mutual Fund Analysis & Holdings | MarketXLS

PFICX Mutual Fund

NAV$7.66

AUM$66M

TER1.75%

Holdings236

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

PFICX Mutual Fund

NAV$7.66

Putnam Floating Rate Income Fund Class C

AUM$66M

TER1.75%

Holdings236

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 PFICX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings PFICX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

PFICX Mutual Fund Overlap Analysis

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

PFICX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 236 holdings, PFICX may share significant positions with broad-market funds.

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