TRBIX Mutual Fund

NAV$31.39

AUM$719M

TER0.30%

Holdings1,909

TRBIX Mutual Fund

NAV$31.39

Nuveen Small Cap Blend Index Fund Retirement Class

AUM$719M

TER0.30%

Holdings1,909

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Holdings Overlap Analysis

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

TRBIX Mutual Fund Overlap Analysis

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

TRBIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1909 holdings, TRBIX may share significant positions with broad-market funds.

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