THPBX Mutual Fund

NAV$25.66

AUM$12M

TER0.90%

Holdings447

THPBX Mutual Fund

NAV$25.66

BNY Mellon Balanced Opportunity Fund Class J

AUM$12M

TER0.90%

Holdings447

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Holdings Overlap Analysis

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

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 447 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.