PIBAX Mutual Fund
PIBAX Mutual Fund
NAV$19.56
AUM$775M
TER1.00%
Holdings1,948
See how much of PIBAX you already own
PIBAX Mutual Fund
NAV$19.56
PGIM Balanced Fund Class A
AUM$775M
TER1.00%
Holdings1,948
See how much of PIBAX you already own
PIBAX Mutual Fund Overlap Analysis
PIBAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PIBAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1948 holdings, PIBAX may share significant positions with broad-market funds.
PIBAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PIBAX tax-loss harvesting finds highly correlated but non-identical funds.