PBLLX Mutual Fund
PBLLX Mutual Fund
NAV$16.84
TER0.60%
Holdings17
See how much of PBLLX you already own
PBLLX Mutual Fund
NAV$16.84
PIMCO RealPath Blend 2065 Fund Class A
TER0.60%
Holdings17
See how much of PBLLX you already own
PBLLX Mutual Fund Overlap Analysis
PBLLX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PBLLX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 17 holdings, PBLLX may share significant positions with broad-market funds.
PBLLX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PBLLX tax-loss harvesting finds highly correlated but non-identical funds.