TBIXX Mutual Fund
TBIXX Mutual Fund
NAV$1.00
AUM$5.8B
TER0.21%
Holdings371
See how much of TBIXX you already own
TBIXX Mutual Fund
NAV$1.00
Federated Hermes Tax-Free Obligations Fund Wealth Class
AUM$5.8B
TER0.21%
Holdings371
See how much of TBIXX you already own
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.