PBXAX Mutual Fund

NAV$11.72

AUM$277,084.25

TER1.25%

Holdings34

See how much of PBXAX you already own

Just $25 once·$69/mo·Download sample

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PBXAX Mutual Fund

NAV$11.72

Rational/Pier 88 Convertible Securities Fund Class A

AUM$277,084.25

TER1.25%

Holdings34

See how much of PBXAX 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 PBXAX 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 PBXAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

PBXAX Mutual Fund Overlap Analysis

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

PBXAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 34 holdings, PBXAX may share significant positions with broad-market funds.

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