ITBIX Mutual Fund

NAV$8.91

AUM$783M

TER0.38%

Holdings1,820

See how much of ITBIX you already own

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ITBIX Mutual Fund

NAV$8.91

Hartford Total Return Bond Fund Class I

AUM$783M

TER0.38%

Holdings1,820

See how much of ITBIX you already own

Just $25 once·$69/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 ITBIX 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 ITBIX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

ITBIX Mutual Fund Overlap Analysis

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

ITBIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1820 holdings, ITBIX may share significant positions with broad-market funds.

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