PBYMX Mutual Fund Analysis & Holdings | MarketXLS

PBYMX Mutual Fund

NAV$12.01

AUM$71M

TER0.49%

Holdings113

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PBYMX Mutual Fund

NAV$12.01

Victory AMT-Free Municipal Fund Class Y

AUM$71M

TER0.49%

Holdings113

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

PBYMX Mutual Fund Overlap Analysis

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

PBYMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 113 holdings, PBYMX may share significant positions with broad-market funds.

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