PQNCX Mutual Fund Analysis & Holdings | MarketXLS

PQNCX Mutual Fund

NAV$20.25

AUM$3M

TER1.75%

Holdings78

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PQNCX Mutual Fund

NAV$20.25

Virtus NFJ Mid-Cap Value Fund Class C

AUM$3M

TER1.75%

Holdings78

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

PQNCX Mutual Fund Overlap Analysis

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

PQNCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 78 holdings, PQNCX may share significant positions with broad-market funds.

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