AAIFX Mutual Fund
AAIFX Mutual Fund
AUM$11M
TER2.36%
Holdings30
See how much of AAIFX you already own
AAIFX Mutual Fund
Timber Point Alternative Income Fund Investor Class
AUM$11M
TER2.36%
Holdings30
See how much of AAIFX you already own
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.