PBFCX Mutual Fund

NAV$10.65

AUM$610M

TER1.52%

Holdings269

PBFCX Mutual Fund

NAV$10.65

PIMCO New York Municipal Bond Fund Class C

AUM$610M

TER1.52%

Holdings269

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Holdings Overlap Analysis

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

PBFCX Mutual Fund Overlap Analysis

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

PBFCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 269 holdings, PBFCX may share significant positions with broad-market funds.

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