PRBIX Mutual Fund
PRBIX Mutual Fund
NAV$10.41
AUM$278M
TER0.45%
Holdings449
See how much of PRBIX you already own
PRBIX Mutual Fund
NAV$10.41
JPMorgan Tax Free Bond Fund Class Institutional
AUM$278M
TER0.45%
Holdings449
See how much of PRBIX you already own
PRBIX Mutual Fund Overlap Analysis
PRBIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PRBIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 449 holdings, PRBIX may share significant positions with broad-market funds.
PRBIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PRBIX tax-loss harvesting finds highly correlated but non-identical funds.