FOBPX Mutual Fund
FOBPX Mutual Fund
NAV$20.73
AUM$57M
TER0.77%
Holdings206
See how much of FOBPX you already own
FOBPX Mutual Fund
NAV$20.73
Tributary Balanced Fund Institutional Plus Class
AUM$57M
TER0.77%
Holdings206
See how much of FOBPX you already own
FOBPX Mutual Fund Overlap Analysis
FOBPX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FOBPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 206 holdings, FOBPX may share significant positions with broad-market funds.
FOBPX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FOBPX tax-loss harvesting finds highly correlated but non-identical funds.