PIBQX Mutual Fund
PIBQX Mutual Fund
NAV$19.94
AUM$135M
TER0.65%
Holdings1,948
PIBQX Mutual Fund
NAV$19.94
PGIM Balanced Fund Class R6
AUM$135M
TER0.65%
Holdings1,948
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.