PYCRX Mutual Fund

NAV$9.81

AUM$319M

TER0.45%

Holdings160

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Just $25 once·$99/mo·Download sample

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PYCRX Mutual Fund

NAV$9.81

Payden California Municipal Social Impact Fund Investor Class

AUM$319M

TER0.45%

Holdings160

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

PYCRX Mutual Fund Overlap Analysis

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

PYCRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 160 holdings, PYCRX may share significant positions with broad-market funds.

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