PBMFX Mutual Fund Analysis & Holdings | MarketXLS

PBMFX Mutual Fund

NAV$12.05

AUM$313M

TER0.79%

Holdings113

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PBMFX Mutual Fund

NAV$12.05

Victory AMT-Free Municipal Fund Class A

AUM$313M

TER0.79%

Holdings113

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

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

Holdings Overlap Analysis

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

PBMFX Mutual Fund Overlap Analysis

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

PBMFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 113 holdings, PBMFX may share significant positions with broad-market funds.

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