THPBX Mutual Fund
THPBX Mutual Fund
NAV$26.08
AUM$13M
TER0.90%
Holdings436
See how much of THPBX you already own
THPBX Mutual Fund
NAV$26.08
BNY Mellon Balanced Opportunity Fund Class J
AUM$13M
TER0.90%
Holdings436
See how much of THPBX you already own
THPBX Mutual Fund Overlap Analysis
THPBX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
THPBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 436 holdings, THPBX may share significant positions with broad-market funds.
THPBX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. THPBX tax-loss harvesting finds highly correlated but non-identical funds.