PBPAX Mutual Fund Analysis & Holdings | MarketXLS

PBPAX Mutual Fund

NAV$15.23

TER1.17%

Holdings21

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PBPAX Mutual Fund

NAV$15.23

PIMCO RealPath Blend 2030 Fund Class A

TER1.17%

Holdings21

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

PBPAX Mutual Fund Overlap Analysis

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

PBPAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 21 holdings, PBPAX may share significant positions with broad-market funds.

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