IBSSX Mutual Fund

NAV$2.92

AUM$196M

TER1.25%

Holdings42

IBSSX Mutual Fund

NAV$2.92

VY Baron Growth Portfolio Class S

AUM$196M

TER1.25%

Holdings42

✓All holdings

✓Overlap Analysis

✓Mutual Fund Screener

✓Compare Mutual Funds

$149$60/mo

Limited to first 500

Get Started →

Holdings Overlap Analysis

Compare IBSSX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings IBSSX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

IBSSX Mutual Fund Overlap Analysis

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

IBSSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 42 holdings, IBSSX may share significant positions with broad-market funds.

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