PFNNX Mutual Fund

NAV$9.60

AUM$1.6B

TER1.12%

Holdings322

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PFNNX Mutual Fund

NAV$9.60

PIMCO Preferred and Capital Securities Fund Class I-3

AUM$1.6B

TER1.12%

Holdings322

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

PFNNX Mutual Fund Overlap Analysis

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

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

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