PBNAX Mutual Fund

NAV$11.54

AUM$6M

TER1.04%

Holdings1,622

See how much of PBNAX you already own

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PBNAX Mutual Fund

NAV$11.54

PACE Strategic Fixed Income Investments Class A

AUM$6M

TER1.04%

Holdings1,622

See how much of PBNAX you already own

Just $25 once·$69/mo·Download sample

X-ray my portfolio free

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

Holdings Overlap Analysis

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

PBNAX Mutual Fund Overlap Analysis

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

PBNAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1622 holdings, PBNAX may share significant positions with broad-market funds.

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