TBIXX Mutual Fund Analysis & Holdings | MarketXLS

TBIXX Mutual Fund

NAV$1.00

AUM$5.5B

TER0.21%

Holdings371

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TBIXX Mutual Fund

NAV$1.00

Federated Hermes Tax-Free Obligations Fund Wealth Class

AUM$5.5B

TER0.21%

Holdings371

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

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

Holdings Overlap Analysis

Compare TBIXX 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 TBIXX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

TBIXX Mutual Fund Overlap Analysis

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

TBIXX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 371 holdings, TBIXX may share significant positions with broad-market funds.

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