ARBIX Mutual Fund Analysis & Holdings | MarketXLS

ARBIX Mutual Fund

NAV$12.01

AUM$1.6B

TER1.47%

Holdings251

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ARBIX Mutual Fund

NAV$12.01

Absolute Convertible Arbitrage Fund Institutional Class

AUM$1.6B

TER1.47%

Holdings251

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

ARBIX Mutual Fund Overlap Analysis

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

ARBIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 251 holdings, ARBIX may share significant positions with broad-market funds.

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