AAIFX Mutual Fund

AUM$11M

TER2.36%

Holdings30

AAIFX Mutual Fund

Timber Point Alternative Income Fund Investor Class

AUM$11M

TER2.36%

Holdings30

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

Holdings Overlap Analysis

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

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Discover Portfolio Overlap

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

AAIFX Mutual Fund Overlap Analysis

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

AAIFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 30 holdings, AAIFX may share significant positions with broad-market funds.

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