IBBFX Mutual Fund
IBBFX Mutual Fund
NAV$14.62
AUM$214M
TER0.74%
Holdings1,012
See how much of IBBFX you already own
IBBFX Mutual Fund
NAV$14.62
Thrivent Dynamic Allocation Fund Class S
AUM$214M
TER0.74%
Holdings1,012
See how much of IBBFX you already own
IBBFX Mutual Fund Overlap Analysis
IBBFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
IBBFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1012 holdings, IBBFX may share significant positions with broad-market funds.
IBBFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. IBBFX tax-loss harvesting finds highly correlated but non-identical funds.