FOBAX Mutual Fund

NAV$21.01

AUM$26M

TER0.95%

Holdings206

FOBAX Mutual Fund

NAV$21.01

Tributary Balanced Fund Institutional Class

AUM$26M

TER0.95%

Holdings206

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Holdings Overlap Analysis

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

FOBAX Mutual Fund Overlap Analysis

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

FOBAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 206 holdings, FOBAX may share significant positions with broad-market funds.

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