PBRCX Mutual Fund

NAV$2.80

AUM$7M

TER3.45%

Holdings194

PBRCX Mutual Fund

NAV$2.80

Federated Hermes Prudent Bear Fund Class C

AUM$7M

TER3.45%

Holdings194

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

Compare PBRCX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings PBRCX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

PBRCX Mutual Fund Overlap Analysis

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

PBRCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 194 holdings, PBRCX may share significant positions with broad-market funds.

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