ALIBX Mutual Fund
ALIBX Mutual Fund
NAV$13.83
AUM$783,726.71
TER1.15%
Holdings58
See how much of ALIBX you already own
ALIBX Mutual Fund
NAV$13.83
ALPS Balanced Opportunity Fund Investor Class
AUM$783,726.71
TER1.15%
Holdings58
See how much of ALIBX you already own
ALIBX Mutual Fund Overlap Analysis
ALIBX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
ALIBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 58 holdings, ALIBX may share significant positions with broad-market funds.
ALIBX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. ALIBX tax-loss harvesting finds highly correlated but non-identical funds.