ABPAX Mutual Fund Analysis & Holdings | MarketXLS

ABPAX Mutual Fund

NAV$13.12

AUM$38M

TER1.01%

Holdings72

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ABPAX Mutual Fund

NAV$13.12

AB Sustainable Thematic Balanced Portfolio Class A

AUM$38M

TER1.01%

Holdings72

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare ABPAX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings ABPAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

ABPAX Mutual Fund Overlap Analysis

ABPAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

ABPAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 72 holdings, ABPAX may share significant positions with broad-market funds.

ABPAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. ABPAX tax-loss harvesting finds highly correlated but non-identical funds.