PRBMX Mutual Fund
PRBMX Mutual Fund
NAV$17.25
AUM$2M
TER0.15%
Holdings18
See how much of PRBMX you already own
PRBMX Mutual Fund
NAV$17.25
PIMCO REALPATH Blend 2060 Fund- Inst Class
AUM$2M
TER0.15%
Holdings18
See how much of PRBMX you already own
PRBMX Mutual Fund Overlap Analysis
PRBMX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PRBMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 18 holdings, PRBMX may share significant positions with broad-market funds.
PRBMX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PRBMX tax-loss harvesting finds highly correlated but non-identical funds.