TRBIX Mutual Fund
TRBIX Mutual Fund
NAV$31.79
AUM$719M
TER0.30%
Holdings1,909
See how much of TRBIX you already own
TRBIX Mutual Fund
NAV$31.79
Nuveen Small Cap Blend Index Fund Retirement Class
AUM$719M
TER0.30%
Holdings1,909
See how much of TRBIX you already own
TRBIX Mutual Fund Overlap Analysis
TRBIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TRBIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1909 holdings, TRBIX may share significant positions with broad-market funds.
TRBIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TRBIX tax-loss harvesting finds highly correlated but non-identical funds.