AATSX Mutual Fund Analysis & Holdings | MarketXLS

AATSX Mutual Fund

NAV$20.36

AUM$102M

TER1.01%

Holdings102

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AATSX Mutual Fund

NAV$20.36

Ancora/Thelen Small Mid-Cap Fund Class S

AUM$102M

TER1.01%

Holdings102

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

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

Holdings Overlap Analysis

Compare AATSX 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 AATSX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

AATSX Mutual Fund Overlap Analysis

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

AATSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 102 holdings, AATSX may share significant positions with broad-market funds.

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