IBNCX Mutual Fund
IBNCX Mutual Fund
NAV$26.78
AUM$34M
TER1.73%
Holdings515
See how much of IBNCX you already own
IBNCX Mutual Fund
NAV$26.78
Nomura Balanced Fund Class C
AUM$34M
TER1.73%
Holdings515
See how much of IBNCX you already own
IBNCX Mutual Fund Overlap Analysis
IBNCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
IBNCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 515 holdings, IBNCX may share significant positions with broad-market funds.
IBNCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. IBNCX tax-loss harvesting finds highly correlated but non-identical funds.