ABGNX Mutual Fund
ABGNX Mutual Fund
NAV$22.30
AUM$2M
TER0.69%
Holdings553
See how much of ABGNX you already own
ABGNX Mutual Fund
NAV$22.30
American Century Balanced Fund R5 Class
AUM$2M
TER0.69%
Holdings553
See how much of ABGNX you already own
ABGNX Mutual Fund Overlap Analysis
ABGNX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
ABGNX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 553 holdings, ABGNX may share significant positions with broad-market funds.
ABGNX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. ABGNX tax-loss harvesting finds highly correlated but non-identical funds.