PBXCX Mutual Fund Analysis & Holdings | MarketXLS

PBXCX Mutual Fund

NAV$11.65

AUM$253,601.31

TER1.99%

Holdings34

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PBXCX Mutual Fund

NAV$11.65

Rational/Pier 88 Convertible Securities Fund Class C

AUM$253,601.31

TER1.99%

Holdings34

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

PBXCX Mutual Fund Overlap Analysis

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

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

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