ABMVX Mutual Fund
ABMVX Mutual Fund
NAV$13.73
AUM$3M
TER0.67%
Holdings57
See how much of ABMVX you already own
ABMVX Mutual Fund
NAV$13.73
AB Mid Cap Value Portfolio Class Z
AUM$3M
TER0.67%
Holdings57
See how much of ABMVX you already own
ABMVX Mutual Fund Overlap Analysis
ABMVX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
ABMVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 57 holdings, ABMVX may share significant positions with broad-market funds.
ABMVX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. ABMVX tax-loss harvesting finds highly correlated but non-identical funds.