TIBGX Mutual Fund
TIBGX Mutual Fund
NAV$38.64
AUM$15M
TER1.27%
Holdings332
See how much of TIBGX you already own
TIBGX Mutual Fund
NAV$38.64
Thornburg Investment Income Builder Fund Class R4
AUM$15M
TER1.27%
Holdings332
See how much of TIBGX you already own
TIBGX Mutual Fund Overlap Analysis
TIBGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TIBGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 332 holdings, TIBGX may share significant positions with broad-market funds.
TIBGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TIBGX tax-loss harvesting finds highly correlated but non-identical funds.