PYBLX Mutual Fund

NAV$9.53

AUM$226,269.32

TER0.96%

Holdings168

PYBLX Mutual Fund

NAV$9.53

Payden Floating Rate Fund Advisor Class

AUM$226,269.32

TER0.96%

Holdings168

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Holdings Overlap Analysis

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

PYBLX Mutual Fund Overlap Analysis

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

PYBLX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 168 holdings, PYBLX may share significant positions with broad-market funds.

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