TIBRX Mutual Fund Holdings Overlap Calculator | MarketXLS

TIBRX Mutual Fund

NAV$38.85

AUM$29M

TER1.52%

Holdings332

See what you own twice

Check TIBRX against your other funds. Free for up to 5.

Check my overlap

TIBRX Mutual Fund

NAV$38.85

Thornburg Investment Income Builder Fund Class R3

AUM$29M

TER1.52%

Holdings332

See what you own twice

Check TIBRX against your other funds. Free for up to 5.

Check my overlap

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare TIBRX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings TIBRX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

TIBRX Mutual Fund Overlap Analysis

TIBRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

TIBRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 332 holdings, TIBRX may share significant positions with broad-market funds.

TIBRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TIBRX tax-loss harvesting finds highly correlated but non-identical funds.