TIBMX Mutual Fund
TIBMX Mutual Fund
NAV$38.97
AUM$25M
TER1.02%
Holdings332
See how much of TIBMX you already own
TIBMX Mutual Fund
NAV$38.97
Thornburg Investment Income Builder Fund Class R5
AUM$25M
TER1.02%
Holdings332
See how much of TIBMX you already own
TIBMX Mutual Fund Overlap Analysis
TIBMX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TIBMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 332 holdings, TIBMX may share significant positions with broad-market funds.
TIBMX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TIBMX tax-loss harvesting finds highly correlated but non-identical funds.