ISTBX Mutual Fund

NAV$8.03

TER0.47%

Holdings916

ISTBX Mutual Fund

NAV$8.03

Invesco Short Term Bond Fund Class R5

TER0.47%

Holdings916

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

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

ISTBX Mutual Fund Overlap Analysis

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

ISTBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 916 holdings, ISTBX may share significant positions with broad-market funds.

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