PRCHX Mutual Fund

NAV$30.41

TER0.49%

Holdings216

PRCHX Mutual Fund

NAV$30.41

T. Rowe Price Capital Appreciation and Income Fund Class I

TER0.49%

Holdings216

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Holdings Overlap Analysis

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

PRCHX Mutual Fund Overlap Analysis

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

PRCHX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 216 holdings, PRCHX may share significant positions with broad-market funds.

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