PFINX Mutual Fund
PFINX Mutual Fund
NAV$9.33
AUM$683M
TER0.97%
Holdings522
See how much of PFINX you already own
PFINX Mutual Fund
NAV$9.33
PIMCO Preferred and Capital Securities Fund Class Institutional
AUM$683M
TER0.97%
Holdings522
See how much of PFINX you already own
PFINX Mutual Fund Overlap Analysis
PFINX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PFINX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 522 holdings, PFINX may share significant positions with broad-market funds.
PFINX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PFINX tax-loss harvesting finds highly correlated but non-identical funds.