IYBFX Mutual Fund

NAV$26.74

AUM$10M

TER1.23%

Holdings515

IYBFX Mutual Fund

NAV$26.74

Nomura Balanced Fund Class R

AUM$10M

TER1.23%

Holdings515

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Holdings Overlap Analysis

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

IYBFX Mutual Fund Overlap Analysis

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

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

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