Bond Fund Overlap

Summary: The Bond Fund Overlap report helps identify diversification risk by examining the level of overlap that exists between any two selected municipal bond funds. By identifying bond fund overlap, investors can act to reduce the diversification risk associated with unknowingly being over allocated to the same bond holdings. Improved diversification in this scenario helps to provide downside protection and control volatility.

Methodology: All of the underlying bond fund holdings in the 1st Fund are identified and then compared to all bond fund holdings in the 2nd Fund. Results are reported and include:

  1. Similarity in Market Value by percentage and the
  2. Common Holdings by Count and Percentage and
  3. Specific overlapping bonds.

Enter 2 fund symbols. Then, click Show Comparison.