BIBTX Mutual Fund
BIBTX Mutual Fund
NAV$9.18
AUM$950M
TER0.45%
Holdings389
See how much of BIBTX you already own
BIBTX Mutual Fund
NAV$9.18
Sterling Capital Total Return Bond Fund Institutional Class
AUM$950M
TER0.45%
Holdings389
See how much of BIBTX you already own
BIBTX Mutual Fund Overlap Analysis
BIBTX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
BIBTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 389 holdings, BIBTX may share significant positions with broad-market funds.
BIBTX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. BIBTX tax-loss harvesting finds highly correlated but non-identical funds.