BBBIX Mutual Fund

NAV$10.45

AUM$10.9B

TER0.27%

Holdings485

BBBIX Mutual Fund

NAV$10.45

BBH Limited Duration Fund Class I

AUM$10.9B

TER0.27%

Holdings485

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Holdings Overlap Analysis

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

BBBIX Mutual Fund Overlap Analysis

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

BBBIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 485 holdings, BBBIX may share significant positions with broad-market funds.

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