PTCOX Mutual Fund

NAV$19.25

AUM$55M

TER1.75%

Holdings1,810

PTCOX Mutual Fund

NAV$19.25

Performance Trust Strategic Bond Fund Series C

AUM$55M

TER1.75%

Holdings1,810

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Holdings Overlap Analysis

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

PTCOX Mutual Fund Overlap Analysis

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

PTCOX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1810 holdings, PTCOX may share significant positions with broad-market funds.

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