LIBAX Mutual Fund
LIBAX Mutual Fund
NAV$29.95
AUM$513M
TER0.74%
Holdings1,304
See how much of LIBAX you already own
LIBAX Mutual Fund
NAV$29.95
Columbia Total Return Bond Fund Class A
AUM$513M
TER0.74%
Holdings1,304
See how much of LIBAX you already own
LIBAX Mutual Fund Overlap Analysis
LIBAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LIBAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1304 holdings, LIBAX may share significant positions with broad-market funds.
LIBAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LIBAX tax-loss harvesting finds highly correlated but non-identical funds.