ABASX Mutual Fund
ABASX Mutual Fund
NAV$24.50
AUM$217M
TER1.09%
Holdings95
ABASX Mutual Fund
NAV$24.50
AB DISCOVERY VALUE FUND A
AUM$217M
TER1.09%
Holdings95
ABASX Mutual Fund Overlap Analysis
ABASX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
ABASX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 95 holdings, ABASX may share significant positions with broad-market funds.
ABASX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. ABASX tax-loss harvesting finds highly correlated but non-identical funds.