PMUBX Mutual Fund Analysis & Holdings | MarketXLS

PMUBX Mutual Fund

NAV$9.58

AUM$112M

TER0.73%

Holdings95

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PMUBX Mutual Fund

NAV$9.58

Penn Mutual AM Strategic Income Fund Class I

AUM$112M

TER0.73%

Holdings95

See inside every fund you own

$45/quarter 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 PMUBX 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 PMUBX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

PMUBX Mutual Fund Overlap Analysis

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

PMUBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 95 holdings, PMUBX may share significant positions with broad-market funds.

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