IBARX Mutual Fund

NAV$26.97

AUM$10M

TER0.65%

Holdings515

IBARX Mutual Fund

NAV$26.97

Nomura Balanced Fund Class R6

AUM$10M

TER0.65%

Holdings515

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Holdings Overlap Analysis

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

IBARX Mutual Fund Overlap Analysis

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

IBARX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 515 holdings, IBARX may share significant positions with broad-market funds.

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