TEBIX Mutual Fund
TEBIX Mutual Fund
NAV$20.24
AUM$992M
TER1.01%
Holdings38
See how much of TEBIX you already own
TEBIX Mutual Fund
NAV$20.24
Franklin Mutual Beacon Fund Class A
AUM$992M
TER1.01%
Holdings38
See how much of TEBIX you already own
TEBIX Mutual Fund Overlap Analysis
TEBIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TEBIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 38 holdings, TEBIX may share significant positions with broad-market funds.
TEBIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TEBIX tax-loss harvesting finds highly correlated but non-identical funds.