PSCNX Mutual Fund

NAV$20.20

AUM$92M

TER1.09%

Holdings84

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PSCNX Mutual Fund

NAV$20.20

Penn Capital Special Situations Small Cap Equity Fund Institutional Class

AUM$92M

TER1.09%

Holdings84

See inside every fund you own

$99/yr 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 PSCNX 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 PSCNX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

PSCNX Mutual Fund Overlap Analysis

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

PSCNX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 84 holdings, PSCNX may share significant positions with broad-market funds.

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