TOBIX Mutual Fund

NAV$9.27

AUM$128M

TER0.49%

Holdings539

TOBIX Mutual Fund

NAV$9.27

Touchstone Active Bond Fund Institutional Class

AUM$128M

TER0.49%

Holdings539

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Holdings Overlap Analysis

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

TOBIX Mutual Fund Overlap Analysis

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

TOBIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 539 holdings, TOBIX may share significant positions with broad-market funds.

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