PLABX Mutual Fund

NAV$35.65

AUM$100,304.11

TER1.44%

Holdings59

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PLABX Mutual Fund

NAV$35.65

Plumb Balanced Fund Class A

AUM$100,304.11

TER1.44%

Holdings59

See inside every fund you own

$99/yr 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 PLABX 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 PLABX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

PLABX Mutual Fund Overlap Analysis

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

PLABX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 59 holdings, PLABX may share significant positions with broad-market funds.

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