PFINX Mutual Fund Analysis & Holdings | MarketXLS

PFINX Mutual Fund

NAV$9.69

AUM$1.6B

TER1.03%

Holdings322

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PFINX Mutual Fund

NAV$9.69

PIMCO Preferred and Capital Securities Fund Class Institutional

AUM$1.6B

TER1.03%

Holdings322

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

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 322 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.