PLABX Mutual Fund
PLABX Mutual Fund
NAV$35.65
AUM$100,304.11
TER1.44%
Holdings59
See how much of PLABX you already own
PLABX Mutual Fund
NAV$35.65
Plumb Balanced Fund Class A
AUM$100,304.11
TER1.44%
Holdings59
See how much of PLABX you already own
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.