PNBAX Mutual Fund
PNBAX Mutual Fund
NAV$32.29
AUM$146M
TER1.01%
Holdings66
See how much of PNBAX you already own
PNBAX Mutual Fund
NAV$32.29
Virtus NFJ Large Cap Value Fund Class A
AUM$146M
TER1.01%
Holdings66
See how much of PNBAX you already own
PNBAX Mutual Fund Overlap Analysis
PNBAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PNBAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 66 holdings, PNBAX may share significant positions with broad-market funds.
PNBAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PNBAX tax-loss harvesting finds highly correlated but non-identical funds.