AVSCX Mutual Fund
AVSCX Mutual Fund
NAV$14.61
AUM$106M
Holdings1,116
See how much of AVSCX you already own
AVSCX Mutual Fund
NAV$14.61
Avantis US Small Cap Equity Fund Institutional Class
AUM$106M
Holdings1,116
See how much of AVSCX you already own
AVSCX Mutual Fund Overlap Analysis
AVSCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
AVSCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1116 holdings, AVSCX may share significant positions with broad-market funds.
AVSCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. AVSCX tax-loss harvesting finds highly correlated but non-identical funds.