IIBTX Mutual Fund

NAV$10.61

AUM$8M

TER0.95%

Holdings1,933

IIBTX Mutual Fund

NAV$10.61

Voya Intermediate Bond Portfolio S2

AUM$8M

TER0.95%

Holdings1,933

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Holdings Overlap Analysis

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

IIBTX Mutual Fund Overlap Analysis

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

IIBTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1933 holdings, IIBTX may share significant positions with broad-market funds.

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