BUBIX Mutual Fund

NAV$10.14

AUM$9.4B

TER0.15%

Holdings367

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BUBIX Mutual Fund

NAV$10.14

Baird Ultra Short Bond Fund Inst Cl

AUM$9.4B

TER0.15%

Holdings367

See how much of BUBIX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

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

Holdings Overlap Analysis

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

BUBIX Mutual Fund Overlap Analysis

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

BUBIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 367 holdings, BUBIX may share significant positions with broad-market funds.

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