PBXIX Mutual Fund

NAV$11.44

AUM$235M

TER1.00%

Holdings34

See how much of PBXIX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

PBXIX Mutual Fund

NAV$11.44

Rational/Pier 88 Convertible Securities Fund Class I

AUM$235M

TER1.00%

Holdings34

See how much of PBXIX you already own

Just $25 once·$99/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 PBXIX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings PBXIX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

PBXIX Mutual Fund Overlap Analysis

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

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

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