MIIBX Mutual Fund
MIIBX Mutual Fund
NAV$10.45
AUM$49M
TER0.50%
Holdings52
See how much of MIIBX you already own
MIIBX Mutual Fund
NAV$10.45
Madison High Quality Bond Fund Class Y
AUM$49M
TER0.50%
Holdings52
See how much of MIIBX you already own
MIIBX Mutual Fund Overlap Analysis
MIIBX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MIIBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 52 holdings, MIIBX may share significant positions with broad-market funds.
MIIBX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MIIBX tax-loss harvesting finds highly correlated but non-identical funds.