PMCDX Mutual Fund
PMCDX Mutual Fund
NAV$12.12
AUM$4M
TER0.91%
Holdings22
See how much of PMCDX you already own
PMCDX Mutual Fund
NAV$12.12
Aristotle Multi-Asset Balanced Income Fund Class I2
AUM$4M
TER0.91%
Holdings22
See how much of PMCDX you already own
PMCDX Mutual Fund Overlap Analysis
PMCDX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PMCDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 22 holdings, PMCDX may share significant positions with broad-market funds.
PMCDX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PMCDX tax-loss harvesting finds highly correlated but non-identical funds.