TIBOX Mutual Fund
TIBOX Mutual Fund
NAV$38.89
AUM$375M
TER0.83%
Holdings332
TIBOX Mutual Fund
NAV$38.89
Thornburg Investment Income Builder Fund Class R6
AUM$375M
TER0.83%
Holdings332
TIBOX Mutual Fund Overlap Analysis
TIBOX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TIBOX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 332 holdings, TIBOX may share significant positions with broad-market funds.
TIBOX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TIBOX tax-loss harvesting finds highly correlated but non-identical funds.