ABMIX Mutual Fund
ABMIX Mutual Fund
NAV$23.54
TER0.81%
Holdings52
ABMIX Mutual Fund
NAV$23.54
AMG River Road Mid Cap Value Fund Class I
TER0.81%
Holdings52
ABMIX Mutual Fund Overlap Analysis
ABMIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
ABMIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 52 holdings, ABMIX may share significant positions with broad-market funds.
ABMIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. ABMIX tax-loss harvesting finds highly correlated but non-identical funds.