IBALX Mutual Fund

NAV$37.31

AUM$847M

TER0.95%

Holdings668

IBALX Mutual Fund

NAV$37.31

Transamerica Multi-Managed Balanced Fund Class A

AUM$847M

TER0.95%

Holdings668

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Holdings Overlap Analysis

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

IBALX Mutual Fund Overlap Analysis

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

IBALX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 668 holdings, IBALX may share significant positions with broad-market funds.

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