IBBFX Mutual Fund
NAV$14.79
AUM$219M
TER0.74%
Holdings2,091
IBBFX Mutual Fund
NAV$14.79
Thrivent Dynamic Allocation Fund Class S
AUM$219M
TER0.74%
Holdings2,091
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IBBFX Mutual Fund Overlap Analysis
IBBFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
IBBFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 2091 holdings, IBBFX may share significant positions with broad-market funds.
IBBFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. IBBFX tax-loss harvesting finds highly correlated but non-identical funds.