ILVBX Mutual Fund

NAV$5.19

AUM$22M

TER0.80%

Holdings75

ILVBX Mutual Fund

NAV$5.19

Columbia Integrated Large Cap Value Fund Class A

AUM$22M

TER0.80%

Holdings75

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

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

Holdings Overlap Analysis

Compare ILVBX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings ILVBX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

ILVBX Mutual Fund Overlap Analysis

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

ILVBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 75 holdings, ILVBX may share significant positions with broad-market funds.

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