PLIBX Mutual Fund
PLIBX Mutual Fund
NAV$40.36
AUM$31M
TER1.19%
Holdings59
See how much of PLIBX you already own
PLIBX Mutual Fund
NAV$40.36
Plumb Balanced Fund Institutional
AUM$31M
TER1.19%
Holdings59
See how much of PLIBX you already own
PLIBX Mutual Fund Overlap Analysis
PLIBX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PLIBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 59 holdings, PLIBX may share significant positions with broad-market funds.
PLIBX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PLIBX tax-loss harvesting finds highly correlated but non-identical funds.