PBBBX Mutual Fund

NAV$8.36

AUM$180M

TER0.19%

Holdings273

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PBBBX Mutual Fund

NAV$8.36

PIA BBB Bond Fund Managed Account Completion Shares

AUM$180M

TER0.19%

Holdings273

See how much of PBBBX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

PBBBX Mutual Fund Overlap Analysis

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

PBBBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 273 holdings, PBBBX may share significant positions with broad-market funds.

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