PBBBX Mutual Fund

NAV$8.48

AUM$181M

TER0.19%

Holdings278

PBBBX Mutual Fund

NAV$8.48

PIA BBB Bond Fund Managed Account Completion Shares

AUM$181M

TER0.19%

Holdings278

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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 278 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.