PUCPX Mutual Fund

NAV$10.18

AUM$3.2B

TER0.89%

Holdings1,852

PUCPX Mutual Fund

NAV$10.18

PIMCO Dynamic Bond Fund Class I-2

AUM$3.2B

TER0.89%

Holdings1,852

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

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

PUCPX Mutual Fund Overlap Analysis

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

PUCPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1852 holdings, PUCPX may share significant positions with broad-market funds.

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