PIBQX Mutual Fund
PIBQX Mutual Fund
NAV$19.54
AUM$137M
TER0.65%
Holdings1,948
See how much of PIBQX you already own
PIBQX Mutual Fund
NAV$19.54
PGIM Balanced Fund Class R6
AUM$137M
TER0.65%
Holdings1,948
See how much of PIBQX you already own
PIBQX Mutual Fund Overlap Analysis
PIBQX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PIBQX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1948 holdings, PIBQX may share significant positions with broad-market funds.
PIBQX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PIBQX tax-loss harvesting finds highly correlated but non-identical funds.