PCVAX Mutual Fund

NAV$13.57

AUM$190M

TER1.17%

Holdings80

PCVAX Mutual Fund

NAV$13.57

Virtus NFJ Small-Cap Value Fund Class A

AUM$190M

TER1.17%

Holdings80

See inside every mutual fund you own

$49$29/moFirst 500. Cancel anytime.

Claim $29/mo

Holdings Overlap Analysis

Compare PCVAX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings PCVAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

PCVAX Mutual Fund Overlap Analysis

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

PCVAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 80 holdings, PCVAX may share significant positions with broad-market funds.

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