TIBAX Mutual Fund
TIBAX Mutual Fund
NAV$38.61
AUM$6.5B
TER1.15%
Holdings332
See how much of TIBAX you already own
TIBAX Mutual Fund
NAV$38.61
Thornburg Investment Income Builder Fund Class A
AUM$6.5B
TER1.15%
Holdings332
See how much of TIBAX you already own
TIBAX Mutual Fund Overlap Analysis
TIBAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TIBAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 332 holdings, TIBAX may share significant positions with broad-market funds.
TIBAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TIBAX tax-loss harvesting finds highly correlated but non-identical funds.