ABALX Mutual Fund
ABALX Mutual Fund
NAV$41.12
AUM$49M
TER0.55%
Holdings3,945
See how much of ABALX you already own
ABALX Mutual Fund
NAV$41.12
American Balanced Fund Class A
AUM$49M
TER0.55%
Holdings3,945
See how much of ABALX you already own
ABALX Mutual Fund Overlap Analysis
ABALX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
ABALX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 3945 holdings, ABALX may share significant positions with broad-market funds.
ABALX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. ABALX tax-loss harvesting finds highly correlated but non-identical funds.