LIBAX Mutual Fund
NAV$29.93
AUM$513M
TER0.74%
Holdings1,304
LIBAX Mutual Fund
NAV$29.93
Columbia Total Return Bond Fund Class A
AUM$513M
TER0.74%
Holdings1,304
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LIBAX Mutual Fund Overlap Analysis
LIBAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LIBAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1304 holdings, LIBAX may share significant positions with broad-market funds.
LIBAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LIBAX tax-loss harvesting finds highly correlated but non-identical funds.