IBAFX Mutual Fund

NAV$12.44

Holdings Overlap Analysis

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

IBAFX Mutual Fund Overlap Analysis

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

IBAFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 2985 holdings, IBAFX may share significant positions with broad-market funds.

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