TFBVX Mutual Fund

NAV$11.15

AUM$254M

TER0.43%

Holdings402

TFBVX Mutual Fund

NAV$11.15

Virginia Tax Free Bond Fund CLASS I

AUM$254M

TER0.43%

Holdings402

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

Holdings Overlap Analysis

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

TFBVX Mutual Fund Overlap Analysis

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

TFBVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 402 holdings, TFBVX may share significant positions with broad-market funds.

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