LIBCX Mutual Fund
LIBCX Mutual Fund
NAV$29.96
AUM$23M
TER1.49%
Holdings1,304
See how much of LIBCX you already own
LIBCX Mutual Fund
NAV$29.96
Columbia Total Return Bond Fund Class C
AUM$23M
TER1.49%
Holdings1,304
See how much of LIBCX you already own
LIBCX Mutual Fund Overlap Analysis
LIBCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LIBCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1304 holdings, LIBCX may share significant positions with broad-market funds.
LIBCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LIBCX tax-loss harvesting finds highly correlated but non-identical funds.