TIBOX Mutual Fund
TIBOX Mutual Fund
NAV$38.86
AUM$377M
TER0.83%
Holdings332
See how much of TIBOX you already own
TIBOX Mutual Fund
NAV$38.86
Thornburg Investment Income Builder Fund Class R6
AUM$377M
TER0.83%
Holdings332
See how much of TIBOX you already own
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.