PBMIX Mutual Fund Analysis & Holdings | MarketXLS

PBMIX Mutual Fund

NAV$53.66

AUM$20M

TER1.05%

Holdings40

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PBMIX Mutual Fund

NAV$53.66

Polen US SMID Company Growth Fund Institutional Class

AUM$20M

TER1.05%

Holdings40

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

PBMIX Mutual Fund Overlap Analysis

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

PBMIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 40 holdings, PBMIX may share significant positions with broad-market funds.

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