TIBGX Mutual Fund
NAV$38.12
AUM$15M
TER1.27%
Holdings325
TIBGX Mutual Fund
NAV$38.12
Thornburg Investment Income Builder Fund Class R4
AUM$15M
TER1.27%
Holdings325

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TIBGX Mutual Fund Overlap Analysis
TIBGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TIBGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 325 holdings, TIBGX may share significant positions with broad-market funds.
TIBGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TIBGX tax-loss harvesting finds highly correlated but non-identical funds.