PFPNX Mutual Fund
PFPNX Mutual Fund
NAV$9.32
AUM$683M
TER1.07%
Holdings522
See how much of PFPNX you already own
PFPNX Mutual Fund
NAV$9.32
PIMCO Preferred and Capital Securities Fund Class I-2
AUM$683M
TER1.07%
Holdings522
See how much of PFPNX you already own
PFPNX Mutual Fund Overlap Analysis
PFPNX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PFPNX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 522 holdings, PFPNX may share significant positions with broad-market funds.
PFPNX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PFPNX tax-loss harvesting finds highly correlated but non-identical funds.