TIBRX Mutual Fund
TIBRX Mutual Fund
NAV$38.68
AUM$29M
TER1.52%
Holdings332
See how much of TIBRX you already own
TIBRX Mutual Fund
NAV$38.68
Thornburg Investment Income Builder Fund Class R3
AUM$29M
TER1.52%
Holdings332
See how much of TIBRX you already own
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.