PTCIX Mutual Fund

NAV$8.47

AUM$3.8B

TER1.24%

Holdings1,210

PTCIX Mutual Fund

NAV$8.47

PIMCO Long-Term Credit Bond Fund Class INSTL

AUM$3.8B

TER1.24%

Holdings1,210

✓All holdings

✓Overlap Analysis

✓Mutual Fund Screener

✓Compare Mutual Funds

$149$60/mo

Limited to first 500

Get Started →

Holdings Overlap Analysis

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

PTCIX Mutual Fund Overlap Analysis

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

PTCIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1210 holdings, PTCIX may share significant positions with broad-market funds.

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