PYSBX Mutual Fund Analysis & Holdings | MarketXLS

PYSBX Mutual Fund

NAV$9.73

AUM$400M

TER0.43%

Holdings259

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PYSBX Mutual Fund

NAV$9.73

Payden Low Duration Fund Investor Class

AUM$400M

TER0.43%

Holdings259

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 PYSBX 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 PYSBX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

PYSBX Mutual Fund Overlap Analysis

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

PYSBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 259 holdings, PYSBX may share significant positions with broad-market funds.

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